Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendy? Claim Your ProfileWendy Mae Meyer is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc., with over 13 years of experience in the industry. She is registered to provide investment advice in 36 states and is currently licensed with Merrill Lynch, Pierce, Fenner & Smith Inc. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Wendy worked at The Oak Ridge Financial Services Group, Inc., Allianz Life Financial Services, LLC, MetLife Securities Inc., LPL Financial LLC, and Wealth Enhancement Brokerage Services, LLC. Wendy specializes in providing financial advice to high-net-worth individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MN
03/15/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WAYZATA MN)
MN
01/26/2016 - 02/08/2016
THE OAK RIDGE FINANCIAL SERVICES GROUP, INC. (GOLDEN VALLEY MN)
MN
05/06/2015 - 01/22/2016
ALLIANZ LIFE FINANCIAL SERVICES, LLC (GOLDEN VALLEY MN)
MN
10/03/2014 - 04/23/2015
METLIFE SECURITIES INC. (MINNETONKA MN)
MN
12/10/2010 - 09/26/2014
LPL FINANCIAL LLC (CHASKA MN)
MN
05/05/2011 - 09/16/2014
WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC (PLYMOUTH MN)
BOTH
Issued 04/26/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2010
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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