Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendy? Claim Your ProfileWendy Devinny is a registered representative with Cadaret, Grant & Co., Inc. and Post Resch Tallon Group. Wendy has been in the securities industry since 2001 and has licenses to operate in Colorado, Florida, Georgia, Minnesota, New York, North Carolina, Rhode Island and South Carolina. Wendy is also an investment advisor representative. Wendy has experience in financial planning, pension consulting, educational seminars, selection of other advisors and 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.
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.
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.
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NY
05/04/2021 - Present
Cadaret, Grant & CO., Inc. (PITTSFORD NY)
NY
07/03/2007 - 08/16/2007
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MD
07/03/2006 - 07/07/2006
M&T SECURITIES, INC. (BALTIMORE MD)
NY
08/18/1999 - 07/03/2006
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
BC
Issued 09/17/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2010
Series 7 - General Securities Representative Examination
BC
Issued 08/17/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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