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 Yerger is a financial advisor who has been in the industry since June 19, 1994. Wendy is currently registered with SEI Investments Distribution Co. and holds a Series 6, Series 63 and SIE licenses. Wendy has been with SEI Investments Distribution Co. since August 21, 1998. Before that, Wendy worked at VANGUARD MARKETING CORPORATION. Wendy is licensed in Pennsylvania.
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.
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.
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2
PA
08/21/1998 - Present
SEI Investments Distribution Co. (OAKS PA)
PA
03/28/1994 - 05/28/1998
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 04/29/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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