Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendy? Claim Your ProfileWendy Larson is a financial professional with over 3 years of experience in the financial services industry. Wendy is a registered investment advisor representative and holds licenses in several states. Wendy is currently employed at PFS Investments Inc. and has been since 2020. Wendy is a Series 63 and 65 licensed professional with a background in education and financial services. Wendy's background includes providing financial services for individuals, corporations, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
ID
03/06/2024 - Present
PFS Investments Inc. (MERIDIAN ID)
IA
Issued 02/03/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/31/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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