Wendy KouvarasCRD Number: 5403681
Current Firm: Spc
Wendy Kouvaras (CRD# 5403681) is an Investment Advisor Representative working at Spc in Brunswick, OH and has over 9 years of experience in the finance industry.
Strategic Wealth Partners, Ltd.
Michael Brady & Company, LLC
|Sigma Financial Corporation||Ann Arbor, MI||Jun 2013 - Current||3|
|Spc||Ann Arbor, MI||Jun 2013 - Current||3|
|Pension Builders And Consultants||Rocky River, OH||Mar 2012 - Jun 2013||1|
|Royal Alliance Associates||Westlake, OH||Mar 2010 - Jun 2013||3|
|Rehmann Financial||Westlake, OH||Mar 2010 - Feb 2012||1|
|Merrill Lynch||Cleveland, OH||Aug 2007 - Feb 2010||2|
|The Club At Key Center||Cleveland, OH||Jul 1999 - Feb 2010||10|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2008|
Total Assets Under Management1,987MILLIONS
Total Number of Accounts11,707ACCOUNTS
Average Account Value$169,758
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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