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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendy? Claim Your ProfileWendy Lynn Nicholsen is an Investment Advisor Representative with Fisher Investments. Wendy is registered in California and Texas. Wendy has been in the industry since 2002 and has a Series 7, 63 and 65 license. Wendy specializes in portfolio management for businesses, individuals, investment companies and pooled investment vehicles. Wendy has previously worked at Credit Suisse First Boston LLC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
10/02/2023 - Present
Fisher Investments (SAN MATEO CA)
NY
03/21/2002 - 04/02/2004
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
IA
Issued 08/04/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/08/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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