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WR

Wendy M. Reiners

ACCESS SECURITIES
New Canaan, CT 06840
Some features on this profile are disabled
CRD#: 2062378
WR

Professional summary


Wendy Marie Reiners is a registered financial professional currently at ACCESS SECURITIES, LLC located in New Canaan, Connecticut.

Wendy is registered as a RR (Registered Representative) and started their career in finance in 1991. Wendy has worked at 7 firms and has passed the Series 63, SIE, Series 3 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Wendy Marie Reiners's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

August 17, 2009 - Present

ACCESS SECURITIES, LLC

Office #1: 140 Elm Street Suite 7, New Canaan, CT 06840
BD
CRD#: 22455
New Canaan, CT
Past

January 12, 2001 - December 20, 2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

April 5, 1999 - December 18, 2000

COWEN AND COMPANY

BD
CRD#: 7616
NEW YORK, NY
Past

March 28, 1995 - April 8, 1999

JOSEPHTHAL & CO., INC.

BD
CRD#: 3227
NEW YORK, NY
Past

August 12, 1993 - March 27, 1995

LOUIS NICOUD & ASSOCIATES

BD
CRD#: 25959
Past

November 14, 1991 - July 28, 1993

SCHRODER & CO. INC.

BD
CRD#: 6112
NEW YORK, NY
Past

February 27, 1991 - November 8, 1991

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
NEW YORK, NY

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(6/3/2010)
RR
Arkansas
(11/30/2016)
RR
California
(6/3/2010)
RR
Colorado
(6/3/2010)
RR
Connecticut
(8/21/2009)
RR
Florida
(6/3/2010)
RR
Georgia
(11/30/2016)
RR
Illinois
(6/3/2010)
RR
Maryland
(12/9/2021)
RR
Massachusetts
(6/3/2010)
RR
Montana
(6/3/2010)
RR
Nevada
(11/30/2016)
RR
New Jersey
(6/3/2010)
RR
New York
(6/3/2010)
RR
North Carolina
(6/3/2010)
RR
Ohio
(10/4/2018)
RR
Pennsylvania
(6/3/2010)
RR
South Carolina
(12/9/2021)
RR
Tennessee
(11/30/2015)
RR
Texas
(6/3/2010)
RR
Virginia
(4/4/2014)
RR
Washington
(8/31/2017)

Exams


State Security Law Exam
RR
Series 63
Date: 8/20/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


AS
ACCESS SECURITIES, LLC
ACCESS SECURITIES, INC. | ACCESS SECURITIES, LLC

CRD#: 22455 / SEC#: , 8-39729

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information


Main Address
140 Elm Street Suite 7, New Canaan, CT 06840
Mailing Address
140 Elm Street Suite 7, New Canaan, CT 06840
Phone number
(203) 322-3377
Established
Delaware since 05/30/2007
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (24 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
LEPERCQ DE NEUFLIZE & CO., INCORPORATEDMEMBER
CRAWFORD, SHARI JEANNESECRETARY (2/2024) AND CFO (01/2010), AMLCO AND GSP AND CCO2387030
FELDMAN, RICHARD MARKFINOP2273453
FREMED, JOSHUA MARCSOLE MANAGER4985772
GOING, MICHAEL LEEPRESIDENT/CEO, GSP4687384

Disclosures


Regulatory Event3

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ACCESS SECURITIES, LLC

CRD#: 22455New Canaan, CT 06840

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