Lindsey Valen Wedner

Lindsey Valen Wedner

At Retirement Group

Financial Consultant
Equitable Advisors
Pittsburgh Branch
2345 Murray Avenue, Suite 320
Pittsburgh, PA 15217
p: 412.392.2665
f: 412.774.2170
lindsey.valen@equitableadvisors.com

Lindsey Valen Wedner has been engaged in the financial services industry since the summer of 2011. Lindsey believes it is critical to understand her clients’ goals—both short-term and long-term—and to ensure that the financial programs put in place continue to meet their changing needs and objectives.

Lindsey enjoys spending time with her husband and daughter, staying active, and enjoying all the fun that Pittsburgh has to offer.

Lindsey graduated from The Pennsylvania State University with degrees in Marketing and Business Law and currently maintains the FINRA Registration Series 7, 63, 65 as well as Life and Health Insurance licenses. 

She completed the Equitable At Retirement Wharton Program through the Wharton School of the University of Pennsylvania in 2015 and was awarded the Retirement Income Certified Professional designation through  The American College in 2016.
  

Lindsey Valen Wedner is a registered representative and investment advisor representative who offers securities and investment advisory services through Equitable Advisors (NY, NY 212-314-4600), member FINRA/SIPC, and is an agent who offers annuity and insurance products through Equitable Network, LLC and/or its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, as Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and Equitable Network are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your receipt of this e-mail does not necessarily indicate that the sender is able to transact business in your state. Valen Financial is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliate, Equitable Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact Equitable atretirement@axa-equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@axa-equitable.com.

 

 


Securities and investment advisory services offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Valen Financial is not owned or operated by Equitable Advisors, LLC or its affiliates.

Phone 412-392-2665
Mobile Phone 412-417-1403