Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendy? Claim Your ProfileWendy Quattrochi has been in the financial industry since April 1993. She is a registered representative with Osaic Wealth, Inc. and holds a variety of licenses and certifications, including Series 6, 7, 24, 26, 51, 52TO, 63, 65 and 66. Wendy has experience working with a variety of clients, including high-net-worth individuals, corporations, and retirement plans. She offers a range of services, including financial planning, portfolio management, and educational seminars. Wendy is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
1
2
MD
12/14/2024 - Present
Osaic Wealth, Inc. (Ellicott City MD)
NY
05/07/1996 - 09/17/2001
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
OH
09/26/1994 - 05/09/1996
MFI INVESTMENTS CORP. (BRYAN OH)
NJ
09/25/1992 - 03/10/1994
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 04/21/2010
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/19/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/07/2001
Series 24 - General Securities Principal Examination
BC
Issued 11/03/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 07/30/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/01/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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