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Wendy Kreinen Modlin

Liontree Advisors LLC

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About Wendy Kreinen Modlin

Wendy Kreinen Modlin is a financial professional with experience in the securities industry. Wendy holds the Series 7, Series 24 and SIE licenses. Wendy is currently registered with Liontree Advisors LLC. Wendy's previous experience includes a role at Apollo Global Securities, LLC.

Firm Information

Wendy Modlin is currently registered with Liontree Advisors LLC. Liontree Advisors LLC is a Limited Liability Company formed in May 2012. The firm is registered with the SEC and has a presence in 22 states, including Arkansas, California, Colorado, Connecticut, District of Columbia, Florida, Illinois, Kansas, Louisiana, Maryland, Massachusetts, Nebraska, Nevada, New Jersey, New York, Ohio, Pennsylvania, Rhode Island, South Carolina, Texas, Virginia, and Washington.

Not reported

Assets Under Management

Not reported

Total Clients

37

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Wendy Modlin’s Registration & Firm History

NY

09/10/2019 - Present

Liontree Advisors LLC (New York NY)

NY

09/17/2018 - 08/01/2019

APOLLO GLOBAL SECURITIES, LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 06/12/2019

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/17/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Wendy Kreinen Modlin.
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