Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendy? Claim Your ProfileWendy Schreiner is a financial professional with RBC Capital Markets, LLC. Wendy is registered with FINRA and is a Series 99TO and SIE licensed professional. Wendy's firm has offices in Minneapolis and has been in business since 2023. Wendy has specializations in various financial areas including portfolio management, financial planning, and pension consulting.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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
10/26/2023 - Present
RBC Capital Markets, LLC (MINNEAPOLIS MN)
BC
Issued 10/26/2023
Series 99TO - Operations Professional Examination
BC
Issued 08/10/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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