Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendy? Claim Your ProfileWendy Woodward is an investment advisor representative with Cambridge Investment Research Advisors, Inc. Wendy has been in the industry since 2005 and has a broad range of experience working with a variety of clients including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Wendy has also held positions at other firms including Sigma Financial Corporation, Girard Securities, Inc., Invest Financial Corporation, FSC Securities Corporation, and J.J.B. Hilliard, W.L. Lyons, Inc. Wendy is licensed to provide investment advisory services in Florida and Michigan. She is also a registered representative with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, 65 and 66 securities licenses.
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.
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.
Solicitation fees from 3rd party money managers
1
2
FL
04/05/2016 - Present
Cambridge Investment Research Advisors, Inc. (Sebring FL)
MI
05/22/2013 - 04/01/2016
SIGMA FINANCIAL CORPORATION (NEWPORT MI)
CA
01/31/2013 - 05/22/2013
GIRARD SECURITIES, INC. (SAN DIEGO CA)
MI
10/14/2011 - 02/05/2013
INVEST FINANCIAL CORPORATION (BINGHAM FARMS MI)
MI
12/07/2007 - 10/19/2011
FSC SECURITIES CORPORATION (TRENTON MI)
MI
10/10/2005 - 12/18/2007
J.J.B. HILLIARD, W.L. LYONS, INC. (TRENTON MI)
IA
Issued 07/13/2010
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/05/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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