Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendy? Claim Your ProfileWendy Nicole Withee is a financial advisor with Cambridge Investment Research, Inc. based in Lansing, Michigan. Wendy has been working in the financial services industry since August 2004. Wendy has held licenses with multiple firms across the country, including Jackson National Life Distributors LLC. Wendy is a Series 6, 7, 9, 10, 24 licensed professional, having passed the Securities Industry Essentials (SIE) exam as well.
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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MI
01/05/2022 - Present
Cambridge Investment Research, Inc. (Lansing MI)
TN
06/04/2019 - 01/04/2022
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
CO
03/10/2004 - 12/31/2018
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
BC
Issued 11/10/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/10/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/02/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2013
Series 7 - General Securities Representative Examination
BC
Issued 03/09/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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