Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendy? Claim Your ProfileWendy Scholljegerdes is a financial advisor with Ameriprise Financial Services, LLC. Wendy is also a Registered Representative and Investment Advisor Representative with the firm. Wendy has been in the financial services industry since 1999. Wendy has held previous positions at American Enterprise Investment Services Inc. and Ameriprise Financial Services, Inc. Wendy holds several licenses and certifications, including the Series 63, Series 4, Series 7, and SIE exams. Wendy is also a Certified Financial Planner. Wendy specializes in providing financial advice to a variety of clients, including high-net-worth individuals, businesses, and retirement plans. Wendy's focus is on investment advice, portfolio management, and financial planning.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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MN
07/22/2016 - Present
Ameriprise Financial Services, LLC (Minneapolis MN)
MN
08/11/1999 - 02/29/2008
AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (MINNEAPOLIS MN)
BC
Issued 08/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/2004
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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