Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendy? Claim Your ProfileWendy Ellis is an investment advisor representative associated with Wescott Financial Advisory Group LLC. Wendy holds a Series 66 license as well as Series 7 and SIE exams. Wendy has been in the financial services industry since June 2014. Wendy's previous firm was Raymond James Financial Services, Inc. where she was registered from 2014 until 2022.
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.
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.
Asset allocation, family office solution services
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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2
PA
11/09/2022 - Present
Wescott Financial Advisory Group LLC (PHILADELPHIA PA)
PA
09/22/2014 - 10/13/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (LANCASTER PA)
BOTH
Issued 12/22/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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