Beverly Wendt, CFP
Beverly A. Wendt Financial Planning and Wealth Management
Certified Financial Planner in Hauppauge, NY
Address:1600 Calebs Path Extension, Suite 133
Hauppauge, NY 11788
About Beverly Wendt
Beverly Wendt is a financial professional at Beverly A. Wendt Financial Planning and Wealth Management located in Hauppauge, New York. Beverly Wendt holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Beverly Wendt provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Beverly Wendt1600 Calebs Path Extension, Suite 133
Hauppauge, NY 11788
Phone Number:
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Website:
https://www.beverlywendt.com/
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