Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendy? Claim Your ProfileWendy Cox is a financial advisor affiliated with Raymond James Financial Services Advisors, Inc. based in Wichita, Kansas. Wendy has been in the industry since November 22, 2005. Wendy has been a registered representative for Raymond James Financial Services Advisors, Inc. since March 20, 2018, and was previously affiliated with Wells Fargo Advisors Financial Network, LLC, Wells Fargo Advisors, LLC, and A. G. Edwards & Sons, Inc. Wendy Cox holds Series 66, SIE and Series 7 licenses. Wendy Cox also holds a state license in Kansas and North Carolina. Wendy's background includes experience in other industries such as working for a veterinary service and as an assistant for a support company.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
KS
03/20/2018 - Present
Raymond James Financial Services Advisors, Inc. (WICHITA KS)
KS
09/18/2009 - 03/21/2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (WICHITA KS)
KS
01/01/2008 - 09/18/2009
WELLS FARGO ADVISORS, LLC (WICHITA KS)
KS
11/23/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SALINA KS)
BOTH
Issued 12/12/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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