Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendel? Claim Your ProfileWendel Guidry is an investment advisor representative at Osaic Wealth, Inc. Wendel has over 23 years of experience in the securities industry. Wendel is licensed to provide investment advisory services in the state of Louisiana. Wendel's current firm is Osaic Wealth, Inc. and Wendel has previously worked at METLIFE SECURITIES INC. and METROPOLITAN LIFE INSURANCE COMPANY. Wendel holds the Series 6, 7 and SIE licenses and is also a Registered Representative. Wendel is a member of the Nominating Committee for a non-profit church. Wendel is also the owner of Wealthwise Investment Advisors LLC. Wendel is a qualified financial professional and has been providing investment advice since 1999.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
LA
05/05/2009 - Present
Osaic Wealth, Inc. (LAFAYETTE LA)
MA
07/28/1999 - 03/02/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/28/1999 - 03/02/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2003
Series 7 - General Securities Representative Examination
BC
Issued 07/26/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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