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 Livingston is a financial advisor registered with Cetera Investment Advisers LLC. Wendy has been in the securities industry since 2002 and has a strong track record of providing personalized financial advice to individuals, families, and businesses. She is committed to helping her clients achieve their financial goals and is passionate about providing a high level of service. Wendy holds a Series 6, Series 63, and Series 65 license, and she is also a registered representative of LPL Financial. Wendy is well-versed in a variety of financial products and services, including investment management, retirement planning, and insurance. She works closely with her clients to understand their individual needs and develop customized financial plans to help them reach their goals. Wendy is also dedicated to providing ongoing support and education to her clients.
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.
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
09/13/2024 - Present
Cetera Investment Advisers LLC (York PA)
PA
06/26/2013 - 11/18/2016
CETERA ADVISOR NETWORKS LLC (YORK PA)
PA
10/29/2007 - 07/01/2013
ING FINANCIAL PARTNERS, INC. (YORK PA)
NY
02/14/2005 - 01/09/2007
IFMG SECURITIES, INC. (PURCHASE NY)
CA
09/19/2001 - 02/11/2005
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
IA
Issued 4/15/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/28/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/18/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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