Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendy? Claim Your ProfileWendy Kouvaras is an investment advisor representative with SPC. Wendy has been in the financial services industry since November 2007. Wendy's primary office is located in Ann Arbor, Michigan. Wendy is registered to provide investment advisory services in Florida, Georgia, Illinois, Kentucky, Michigan, Nevada, New Jersey, and Ohio. Wendy is also registered with FINRA and is a registered representative. Wendy has worked for several other financial firms in the past including Royal Alliance Associates, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Wendy's practice focuses on providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consultation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Seminar attendance fees
1
2
MI
06/11/2013 - Present
SPC (ANN ARBOR MI)
OH
03/08/2010 - 06/14/2013
ROYAL ALLIANCE ASSOCIATES, INC. (ROCKY RIVER OH)
OH
11/12/2007 - 02/25/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLEVELAND OH)
BOTH
Issued 01/08/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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