Unclaimed
Wendy Mary Coffin is a financial professional with a focus on investment company products and variable contracts. Wendy is registered with AEL Financial Services, LLC and holds the Series 6TO and SIE licenses. Wendy has been in the industry since June 2024 and is currently working at the West Des Moines branch of AEL Financial Services, LLC.
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.
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.
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IA
06/04/2024 - Present
AEL Financial Services, LLC (WEST DES MOINES IA)
BC
Issued 06/04/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/25/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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