Wendy Beth Namack

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2009 → Present
  Commonwealth Financial Network
  Waltham, MA
• 02/2009 → Present
  Namack Portfolio Investment Professionals, Llc
  North Port, FL

Previous Registrations

• 2008-01-01 → 2009-02-17
  Wells Fargo Clearing Services, Llc
  Englewood, FL
• 1997-10-09 → 2008-01-01
  A. G. Edwards & Sons, Inc.
  Englewood, FL
  St. Louis, MO
  Englewood, FL

Other Businesses

1. NAMACK PORTFOLIO INVESTMENT PROFESSIONALS, LLC. SOLE OWNER OF ENTITY CREATED TO FACILITATE SECURITIES AND FIXED INSURANCE BUSINESS. INVESTMENT RELATED, AT BRANCH LOCATION. 2. NAMACK PORTFOLIO INVESTMENT PROFESSIONALS, LLC. FIXED INSURANCE SALES. INVESTMENT RELATED, AT BRANCH LOCATION.

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-07-10
• S65 Uniform Investment Adviser Law Examination
  1996-07-10

Designations

• Certified Financial Planner

Other Names

• Wendy B Namacksewell
• Wendy Beth Namacksewell
• Wendy Beth Namack Sewell
• Wendy N Sewell
• Wendy Namack Sewell