Wendy Wells is an investment adviser representative (IAR) with state registration records since 2013, appearing at 5 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2026-01-03 | present | Yes |
| STRATEGIC ADVISERS LLC | 2025-03-31 | 2025-12-04 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2025-03-31 | — |
| STRATEGIC ADVISERS LLC | 2018-05-01 | 2018-07-13 | — |
| OSAIC FA, INC. | 2016-06-03 | 2018-04-16 | — |
| VALIC FINANCIAL ADVISORS, INC. | 2013-07-08 | 2016-06-09 | — |