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Wunderlich Securities, Inc.

Wunderlich Securities, Inc. is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
Wunderlich Securities was established in 1996 with 8 employees in a single office in Memphis, TN with the mission of providing the most innovative financial solutions for a discreet clientele.
While the firm has now grown to over 150 professionals in 6 offices around the country, that mission still holds true.  They are a full service brokerage firm operating in 4 major business lines. Those are Private Client Services, Asset Management, Institutional Fixed Income Trading and Investment Banking. 
Advising private clients is a long term and relationship guided process. The Financial Advisors at Wunderlich Securities recognize that serving individuals and families requires an understanding of their individual goals and needs. Their Financial Advisors work with each client to design, implement and check a plan that serves the client's needs. They utilize a variety of high quality investments including stocks, bonds, mutual funds, options and annuities to build diversified and balanced portfolios. It works in two teams Traditional transactional fee accounts and Fee-based accounts.
Financial advisors utilize the traditional tools to build high performing client portfolios.These traditional tools would include  Stocks, Preferred Stocks , Mutual Funds , Taxable Bonds , Tax-Free Bonds, and Insurance etc.
The Company’s is an investment advisory firm whose mission is to provide long term capital appreciation by investing in relatively large capitalization companies that possess above average growth prospects and trade at attractive valuation levels. They believe that their growth at a reasonable price philosophy will lead to positive relative returns on a more consistent basis as opposed to engaging in a value vs. growth debate. Equity portfolios are constructed by combining a top down approach to industry sectors with a bottom up approach to stock selection. The Company also manages balanced portfolios for income and growth.
Their mission is to deliver sophisticated execution capabilities to emerging growth and middle market companies.  Their bankers possess a broad depository of transactional skills, honed by decades of experience and hundreds of transactions through all market cycles.

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