WENDY ELLEN FLEISCHMANN is an investment adviser representative (IAR) with state registration records since 2008, appearing at 4 firms. Currently registered with LPL FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LPL FINANCIAL LLC | 2024-05-01 | present | Yes |
| CROWN CAPITAL SECURITIES, L.P. | 2020-01-02 | 2024-05-01 | — |
| UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | 2015-12-09 | 2019-12-31 | — |
| CROWN CAPITAL SECURITIES, L.P. | 2010-11-30 | 2016-01-08 | — |
| WOODBURY FINANCIAL SERVICES, INC. | 2008-12-02 | 2010-11-26 | — |