Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendy? Claim Your ProfileWendy Nichole Hunt is a financial advisor with over 10 years of experience in the industry. She is currently registered with LPL Financial LLC and has a Series 7, Series 24, and SIE licenses. Wendy is a Certified Financial Planner and offers a variety of services, including financial planning, portfolio management, and retirement planning. She has worked for several financial institutions, including INVEST Financial Corporation, J.W. Cole Financial, Inc. and Raymond James Financial Services, Inc. Wendy has a proven track record of providing personalized financial advice and helping clients achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
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2
FL
04/24/2019 - Present
LPL Financial LLC (CLEARWATER FL)
WI
07/20/2011 - 04/24/2018
INVEST FINANCIAL CORPORATION (APPLETON WI)
FL
09/30/2010 - 07/19/2011
J.W. COLE FINANCIAL, INC. (TAMPA FL)
FL
03/07/2007 - 05/05/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST PETERSBURG FL)
BC
Issued 04/25/2007
Series 24 - General Securities Principal Examination
BC
Issued 04/24/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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