Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendy? Claim Your ProfileWendy Rochelle Levin is a financial professional with over 20 years of experience in the financial services industry. Wendy is currently registered with Vanguard Marketing Corp. in Scottsdale, Arizona. Wendy has a strong background in securities, having held various positions with several firms over the years. Wendy holds the Series 7, Series 22, Series 24, and Series 63 licenses. Wendy's past experience includes working with IDS Life Insurance Company and American Express Financial Advisors Inc.
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.
1
2
AZ
02/24/2017 - Present
Vanguard Marketing Corp. (SCOTTSDALE AZ)
AZ
01/26/2006 - 09/06/2006
MORTGAGES LTD. SECURITIES, L.L.C. (PHOENIX AZ)
PA
11/18/1994 - 07/13/2001
VANGUARD MARKETING CORPORATION (MALVERN PA)
MN
10/06/1993 - 10/25/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/06/1993 - 10/25/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 03/07/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2017
Series 7 - General Securities Representative Examination
BC
Issued 01/25/2006
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
Not sure Wendy Levin is the right advisor for you? Invested Better is here to help.
