Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendy? Claim Your ProfileWendy Sue Wilson is a financial advisor with over 20 years of experience in the financial services industry. Wendy has a strong track record of success and is committed to providing her clients with personalized financial advice and solutions. She holds a Series 7, Series 9, Series 10, Series 65, and Series 66 licenses. She is a Registered Principal at Raymond James Financial Services Advisors, Inc. and has worked with the firm since 2010. Prior to joining Raymond James, Wendy worked as a self-employed insurance sales agent and as a financial advisor at Southworth & Wilson Inc. Wendy is dedicated to helping her clients achieve their financial goals. She is passionate about educating her clients on financial matters and developing customized financial plans to meet their unique needs.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MI
07/02/2010 - Present
Raymond James Financial Services Advisors, Inc. (TROY MI)
IA
Issued 06/17/2010
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 04/03/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/31/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Wendy Wilson is the right advisor for you? Invested Better is here to help.
