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Wendy Zamora Wild

Fortune Financial Services, Inc.

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About Wendy Zamora Wild

Wendy Wild is a financial professional with over 20 years of experience in the financial services industry. Wendy is registered with Fortune Financial Services, Inc. Wendy has Series 6 and SIE registrations. She is currently licensed in Louisiana. Wendy's previous experience includes working with AVANTAX INVESTMENT SERVICES, INC. where she was registered from 1998 to 2022.

Firm Information

Wendy Wild is currently registered with Fortune Financial Services, Inc.. Fortune Financial Services, Inc. is a Corporation formed on October 21, 1996, and is registered to conduct business in all 50 states, the District of Columbia, and the Virgin Islands. The firm has one approved SEC registration and 52 approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

74

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Wendy Wild’s Registration & Firm History

LA

09/01/2022 - Present

Fortune Financial Services, Inc. (Metairie LA)

LA

12/14/1998 - 09/07/2022

AVANTAX INVESTMENT SERVICES, INC. (METAIRIE LA)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/09/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Wendy Zamora Wild.
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