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Wendy Rhoades Kirkby

Stonex Securities Inc.

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About Wendy Rhoades Kirkby

Wendy Rhoades Kirkby is a Registered Representative and Investment Advisor Representative with Stonex Securities Inc. Wendy has been in the securities industry for over 40 years. She is a licensed securities professional in 12 states, and holds a Series 7, Series 24, Series 63, and SIE license.

Firm Information

Wendy Kirkby is currently registered with Stonex Securities Inc.. Stonex Securities Inc. is a corporation that was formed on January 22, 2002, and is approved to operate in all 50 states, the District of Columbia, and Puerto Rico.

Not reported

Assets Under Management

Not reported

Total Clients

88

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Wendy Kirkby’s Registration & Firm History

NY

09/12/2014 - Present

Stonex Securities Inc. (ORCHARD PARK NY)

NY

05/24/2004 - 09/12/2014

WRP INVESTMENTS, INC. (ORCHARD PARK NY)

MA

09/01/1987 - 05/24/2004

MAIN STREET MANAGEMENT COMPANY (BOSTON MA)

NA

09/20/1983 - 09/21/1987

GROWTH FACTS,INC.

NA

07/21/1983 - 04/19/1984

WILLIAM M. CADDEN & CO., INC.

NA

05/20/1976 - 09/08/1977

FIRST JERSEY SECURITIES, INC.

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Licenses & Designations

BC

Issued 08/08/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/20/1985

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/16/1983

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Wendy Rhoades Kirkby.
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