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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendy? Claim Your ProfileWendy Sire is a financial advisor with Wells Fargo Advisors Financial Network, LLC, based in GREAT FALLS, MT. Wendy has been in the financial services industry since 1988. Wendy has a broad range of experience, including providing investment advice, financial planning, and portfolio management for individuals, corporations, and charitable organizations. Wendy is also a Certified Financial Planner. Wendy is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Wendy is licensed to sell securities in Alaska, Arizona, California, Colorado, Florida, Idaho, Iowa, Kansas, Missouri, Montana, New York, Oregon, Texas, Utah, Washington, and Wyoming.
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.
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.
Investment consulting services to institutional clients
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
01/23/2023 - Present
Wells Fargo Advisors Financial Network, LLC (TYLER TX)
MT
05/29/2008 - 01/23/2023
WELLS FARGO CLEARING SERVICES, LLC (GREAT FALLS MT)
MT
03/02/1998 - 06/10/2008
RBC CAPITAL MARKETS CORPORATION (GREAT FALLS MT)
NA
11/25/1994 - 03/02/1998
DAIN RAUSCHER INCORPORATED
MN
09/20/1988 - 12/06/1994
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
IA
Issued 12/02/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/04/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 09/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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