Wendy Fleischmann (CRD# 5561064) is an Investment Advisor Representative working at Crown Capital Securities, LP in Chatsworth, CA and has over 15 years of experience in the finance industry.
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
CRD# 6724246
Modern Assets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Crown Capital Securities, LP | Orange, CA | Jan 2020 - Current | 4 |
| Silvers Financial Services | Chatsworth, CA | Dec 2018 - Current | 5 |
| Fleischmann Insurance Solutions | Chatsworth, CA | Feb 2013 - Current | 11 |
| United Planners' Financial Services | Scottsdale, AZ | Dec 2015 - Dec 2019 | 4 |
| Nerium International | Chatsworth, CA | Jan 2013 - Nov 2019 | 6 |
| Shomrei Torah Synagogue | West Hills, CA | Jun 2016 - Jun 2017 | 1 |
| Silvers Financial Services | Chatworth, CA | Oct 2010 - Feb 2016 | 5 |
| Crown Capital Securities, LP | Orange, CA | Nov 2010 - Dec 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2008 |
- CA
-
Total Assets Under Management1,223MILLIONS
-
Total Number of Accounts5,654ACCOUNTS
-
Average Account Value$216,326
- 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
- Pension consulting services
AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY
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