Wendy NiceCRD Number: 7126631
Current Firm: Charles Schwab & Company, Inc.
Wendy Nice (CRD# 7126631) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Cranberry Township, PA and has over 3 years of experience in the finance industry.
Cetera Advisor Networks LLC
Centauri Advisory Group, Inc.
Robert W. Baird & Company Incorporated
|Charles Schwab & Company, Inc.||Pittsburgh, PA||Aug 2021 - Current||1|
|Charles Schwab Bank, Ssb||Pittsburgh, PA||Aug 2021 - Current||1|
|Jpmorgan Chase Bank, N.a.||Pittsburgh, PA||Jan 2020 - Aug 2021||1|
|Jp Morgan Securities LLC||Pittsburgh, PA||Jan 2020 - Aug 2021||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Upper St. Clair, PA||May 2019 - Jan 2020||< 1|
|Bank Of America, N.a.||Upper St. Clair, PA||May 2019 - Jan 2020||< 1|
|Pnc Bank, Na||Upper St Clair, PA||Jan 2018 - May 2019||1|
|Unemployed||Bethel Park, PA||Dec 2000 - Jan 2018||17|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2019|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, WY
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