Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendy? Claim Your ProfileWendy Stewart Markey has been in the financial services industry since February 7, 1996. Wendy is currently registered with Wells Fargo Advisors Financial Network, LLC and has been with the firm since June 2024. Wendy's previous experience includes positions with RAYMOND JAMES FINANCIAL SERVICES, INC. and CITIGROUP GLOBAL MARKETS INC. Wendy has passed the Series 7, Series 31, Series 63, and Series 65 exams, as well as the SIE exam. Wendy specializes in providing financial planning, portfolio management, and investment consulting services to individuals, businesses, and institutional clients.
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
MD
06/24/2024 - Present
Wells Fargo Advisors Financial Network, LLC (BETHESDA MD)
FL
05/06/2009 - 06/27/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (GULF BREEZE FL)
FL
02/08/1996 - 05/28/2009
CITIGROUP GLOBAL MARKETS INC. (PENSACOLA FL)
IA
Issued 06/06/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 02/07/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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