Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendy? Claim Your ProfileWendy Marie Cundari is an active registered representative with LPL Financial LLC. Wendy has been in the financial services industry for over 30 years. She has worked with a variety of clients including high net worth individuals, corporations, charitable organizations, and pension and profit sharing plans. Wendy holds the Series 6, 7, 63 and 66 licenses and is registered with the state of California, Florida and Washington. Prior to joining LPL Financial LLC, Wendy worked for CUNA BROKERAGE SERVICES, INC. and DEAN WITTER REYNOLDS INC.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
WA
10/29/2024 - Present
LPL Financial LLC (LONGVIEW WA)
CA
06/11/2009 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (CHULA VISTA CA)
CA
02/06/2009 - 06/04/2009
LPL FINANCIAL CORPORATION (SAN DIEGO CA)
CA
12/22/1999 - 02/17/2009
CUNA BROKERAGE SERVICES, INC. (SAN DIEGO CA)
NY
03/04/1998 - 01/11/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
09/11/1995 - 02/13/1998
GRIFFIN FINANCIAL SERVICES
CA
07/05/1994 - 09/01/1995
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
WI
09/03/1991 - 06/29/1994
INVEST FINANCIAL CORPORATION (APPLETON WI)
BOTH
Issued 02/12/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/29/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Wendy Cundari is the right advisor for you? Invested Better is here to help.
