Wendy S. Eide
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Wendy Sue Eide, who also goes by Wendy S Eide, Wendy S Morgan, was a registered financial professional .
Wendy is a previously registered financial professional and started their career in finance in 2005. Wendy had worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
November 30, 2017 - February 25, 2019
STRATEGIC ADVISORS OF ILLINOIS
November 22, 2017 - December 27, 2018
LPL FINANCIAL LLC
January 29, 2008 - December 14, 2015
ONEAMERICA SECURITIES, INC.
January 29, 2008 - December 14, 2015
ONEAMERICA SECURITIES, INC.
March 7, 2006 - December 17, 2007
PRINCIPAL SECURITIES, INC.
November 15, 2005 - December 17, 2007
PRINCIPAL SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
STRATEGIC ADVISORS OF ILLINOIS
CRD#: 113906 / SEC#: 801-66577
Contact information
Regulatory assets under management
| Total Number of Accounts | 169 |
| AUM (Assets Under Management) | $ 55,964,589 |
Red Flags
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