Unclaimed
Wendy Schelske is a financial professional with American Fidelity Securities, Inc., a company with a strong focus on financial planning and investment advice. Wendy is registered with the state of California and Oregon. Wendy holds the Series 63, Series 6TO, and SIE licenses, demonstrating her commitment to understanding the intricacies of the financial markets.
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.
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.
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2
OK
03/04/2024 - Present
American Fidelity Securities, Inc. (OKLAHOMA CITY OK)
BC
Issued 01/05/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/30/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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