Wendy Markey
CFO - Financial advisor at The Stewart Markey Group
- Role
- CFO at Seventy2 Capital Wealth Management
- Location
- Pensacola, US
- LinkedIn followers
- 500 followers
About Wendy Markey
Opinions and comments do not necessarily represent the view of our firm. Additional…
Experience
CFO
Seventy2 Capital Wealth Management
May 2009 — Present
Financial Advisor, RJFSInvestment advisory services offered through Raymond James Financial Services Advisors, Inc. Stewart Markey Group is not a registered broker/dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc, member FINRA / SIPC For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.
Skills
- Long Term Care Insurance
- Investment Advisory Services
- Etfs
- Wealth
- Asset Management
- Portfolio Management
- Financial Planners
- 401k
- Wealth Accumulation
- High Net Worth Individuals
- Wealth Management Services
- Holistic Financial Planning
- Retirement Planning
- Finra
- Finance
- Iras
- Series 6
- Insurance
- Series 24
- Investment Strategies
- Alternative Investments
- Separately Managed Accounts
- Retirement
- Bonds
- Strategic Financial Planning
- Investment Management
- Variable Annuities
- Series 7
- Financial Services
- Wealth Management
- Long-Term Care
- Personal Financial Planning
- Investments
- Investment Advisory
- Asset Allocation
- Mutual Funds
- Financial Advisory
- Risk Management
- Uniform Combined State Law
- Roth Ira
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