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Mark
Wendell |
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Wescom Financial
Services
P.O. Box 7058
Pasadena CA 91109 |
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"As your Financial Advisor, I will spend
the time to understand your financial concerns
and work in partnership with you to develop a
customized investment program that can best meet
your needs. As
our relationship builds over time, I will be
able to anticipate your changing circumstances
and help advise you on appropriate investment
strategies. I look forward to serving your
long-term investment objectives. Please
feel comfortable calling me for advice anytime."
Registered through our broker dealer, Wescom
Financial Services, LLC
Series 7 - General Securities Representative
Series 63 - Uniform State Law
Series 65 - Uniform Investment Advisor Law
Additional Qualifications
California Insurance Agent,
Insurance license # 0B68140
Coursework for CFA and CFP certifications.
- Trust Liaison Officer, help members determine their trust & estate planning needs.
Previous Experience
Smith Barney & Prudential Securities
Personal Interests
Aviation, Western Horsemanship, Wall Street Journal, and home remodeling
Securities State Registration
AZ, CA, ID, MS, NV, WA
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Trust services provided by MEMBERS Trust Company.
Investment products and services are offered through Wescom Financial Services, LLC
(WFS), a Registered Investment Advisor, broker-dealer, and a wholly owned subsidiary
of Wescom Credit Union. Registered Representatives are employed by and registered through WFS (Member FINRA/SIPC).
Investments are not NCUA/NCUSIF insured, are not Credit Union Guaranteed, and may lose value.
To view WFS disclosures please click here.
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