Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendy? Claim Your ProfileWendy Melda is a financial professional with experience in the financial services industry. Wendy is currently registered with Key Investment Services LLC as a registered representative and holds the Series 27, Series 99TO, and SIE licenses. Wendy is also a registered representative with Keybanc Capital Markets Inc., where she is a Series 27 licensed principal. Wendy specializes in providing financial services to high-net-worth individuals, corporations, and other businesses.
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.
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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OH
07/01/2019 - Present
KEY Investment Services LLC (BROOKLYN OH)
BC
Issued 11/18/2015
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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