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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendy? Claim Your ProfileWendy Marie Moyers is a financial advisor registered in District of Columbia, Maryland and Virginia. Wendy has over 20 years of experience in the financial services industry. She is a Certified Financial Planner and has held various positions at several financial institutions, including Charles Schwab & Co., Inc., Savant Capital Management, Linden Oak Wealth Advisors LLC, and Chain Bridge Bank. Currently, Wendy is employed by Chevy Chase Trust Co. as an Investment Advisor Representative. Wendy specializes in providing financial planning, portfolio management, and other advisory services to individuals, families, and businesses. Wendy specializes in providing investment advice to high-net-worth individuals, investment companies, charitable organizations, and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
Trustee and investment manager for collective funds
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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MD
12/05/2021 - Present
Chevy Chase Trust Co. (BETHESDA MD)
MD
12/04/1995 - 07/13/2007
CHARLES SCHWAB & CO., INC. (GAITHERSBURG MD)
IA
Issued 12/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 11/03/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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