Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendy? Claim Your ProfileWendy Sydeski is a financial advisor with over 30 years of experience in the financial industry. Wendy is currently registered with Wells Fargo Clearing Services, LLC and is licensed to provide financial advice in a number of states including New York, New Jersey, and others. Before joining Wells Fargo, Wendy worked at RBC DAIN RAUSCHER INC., Tucker Anthony Incorporated, and Chase Investment Services Corp.. Wendy holds a number of professional licenses and designations, including Series 7, Series 52, Series 63, and Series 65. Wendy specializes in providing financial advice to a wide range of clients, including individuals, families, businesses, and charitable organizations.
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.
Investment consulting services to institutional clients
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
NY
07/27/2021 - Present
Wells Fargo Clearing Services, LLC (ROCHESTER NY)
NY
03/09/2002 - 10/23/2007
RBC DAIN RAUSCHER INC. (ROCHESTER NY)
MA
02/24/2000 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
IL
11/24/1993 - 03/13/2000
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IA
Issued 11/30/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/1993
Series 7 - General Securities Representative Examination
BC
Issued 01/31/1992
Series 52 - Municipal Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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