Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendy? Claim Your ProfileWendy Lynne Matheny is a financial advisor with Avantax Advisory Services. Wendy is based in Dallas, TX and has been in the industry since February 24, 2010. Wendy has Series 7 and 66 licenses and has worked for several firms including 1st Global Capital Corp., Cetera Advisor Networks LLC, Charles Schwab & Co., Inc. and Carson Group Partners. Avantax Advisory Services specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. The firm has offices in Dallas, TX, Raleigh, NC and other locations.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
10/25/2019 - Present
Avantax Advisory Services (DALLAS TX)
TX
01/14/2019 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
NE
10/12/2018 - 01/09/2019
CETERA ADVISOR NETWORKS LLC (OMAHA NE)
TX
06/09/2010 - 07/30/2018
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
FL
05/23/2008 - 11/19/2008
CHARLES SCHWAB & CO., INC. (CORAL GABLES FL)
BOTH
Issued 08/06/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/30/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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