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Wendy S. Marsden, financial advisor Greenfield MA

Wendy S. Marsden

CRD Number: 6596601
Current Firm: Prosperitea Planning

Wendy S. Marsden (CRD# 6596601) is an Investment Advisor Representative working at Prosperitea Planning in Greenfield, MA and has 1 year of experience in the finance industry. Wendy S. Marsden has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Tea & Taxes Company Greenfield, MA Sep 2001 - Current 22

Wendy S. Marsden has no recent exams reported.
Contact Info for Wendy S. C. Marsden
,
Phone Number: 413-829-4832
Firm Website: https://www.facebook.com/prosperitea-planning-312831278760333/
Registered State(s):
  • MA
Current Firm Details
Prosperitea Planning
Firm's CRD Number: 282041
By the Numbers
  • Total Assets Under Management
    83
    MILLIONS
  • Total Number of Accounts
    340
    ACCOUNTS
  • Average Account Value
    $243,872
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

MA

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