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 Orpurt is a financial advisor with Edward Jones, a firm with a focus on providing individual investors with personalized financial advice. Wendy has been in the industry since 2003 and has been registered with the state of Indiana since then. Wendy is licensed to provide financial advice in 27 states, including Texas, Florida, and California. Wendy is also a Certified Financial Planner. She is committed to helping clients reach their financial goals, whether it's saving for retirement, paying for college, or managing their investments. Wendy is a member of the Cass County Carousel Board and provides financial guidance to the board.
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.
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.
See schedule d - miscellaneous
1
2
IN
12/12/2018 - Present
Edward Jones (LOGANSPORT IN)
BOTH
Issued 02/02/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Wendy Orpurt is the right advisor for you? Invested Better is here to help.
