Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendy? Claim Your ProfileWendy Nazer Kepple is a Registered Representative with Concourse Financial Group Securities, Inc. in Houston, TX. Wendy has been in the financial services industry for over 25 years and has a strong understanding of the investment markets. She is dedicated to providing her clients with personalized financial advice and strategies that meet their individual needs. Wendy specializes in investment planning, financial planning, and portfolio management for individuals and businesses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
09/09/1997 - Present
Concourse Financial Group Securities, Inc. (Houston TX)
TX
03/11/1996 - 09/19/1997
IMS SECURITIES, INC. (HOUSTON TX)
MA
03/01/1996 - 03/26/1996
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
03/30/1995 - 03/01/1996
G. R. PHELPS & CO., INC.
MA
11/24/1992 - 02/09/1995
MANEQUITY, INC. (BOSTON MA)
BC
Issued 11/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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