Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendy? Claim Your ProfileWendy Welbaum is a financial professional with over 10 years of experience in the financial services industry. Wendy is currently registered with The Huntington Investment Co. and previously worked for J.P. Morgan Securities LLC, Chase Investment Services Corp., and PRUCO Securities, LLC. Wendy holds the Series 6, Series 63, and SIE licenses, and she specializes in portfolio management for businesses and individuals.
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.
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.
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.
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MI
02/12/2018 - Present
THE Huntington Investment Co. (ROCHESTER MI)
MI
10/01/2012 - 02/22/2016
J.P. MORGAN SECURITIES LLC (FLINT MI)
MI
04/28/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (GRAND BLANC MI)
MI
12/03/2009 - 03/28/2011
PRUCO SECURITIES, LLC. (SAGINAW MI)
BC
Issued 12/18/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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