Unclaimed
Wendy Lea Cloutier is a financial professional with over 10 years of experience in the financial services industry. Wendy is registered with PFS Investments Inc. in Biddeford, ME and has been with the firm since September 2011. Wendy offers investment advisory services, portfolio management for individuals, and financial planning. She has a strong commitment to helping clients achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
ME
06/03/2019 - Present
PFS Investments Inc. (BIDDEFORD ME)
IA
Issued 05/21/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Wendy Cloutier is the right advisor for you? Invested Better is here to help.