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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendy? Claim Your ProfileWendy Gipson-fitzpatrick is a financial advisor with Alden Investment Group. Wendy has been in the financial services industry since 1995 and is registered with the Financial Industry Regulatory Authority (FINRA) and several states. Wendy provides financial planning and portfolio management services to individuals and businesses. Wendy has experience working with a wide range of clients, including high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth.
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.
Personalized portfolio management to meet individual financial objectives.
Retirement plans
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
MA
09/13/2024 - Present
Alden Investment Group (Charlestown MA)
MA
07/29/2016 - 02/26/2020
LPL FINANCIAL LLC (CHARLESTOWN MA)
MA
12/04/2009 - 08/02/2016
INVESTORS CAPITAL CORP. (FRAMINGHAM MA)
MA
09/07/2007 - 12/16/2009
B.B. GRAHAM & COMPANY, INC. (FRAMINGHAM MA)
MA
02/26/2007 - 09/12/2007
FIRST MIDAMERICA INVESTMENT CORPORATION (FRAMINGHAM MA)
MA
10/20/2004 - 02/16/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
09/27/2002 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
MO
08/05/2000 - 09/30/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
NY
06/23/2000 - 08/05/2000
FIRST ALBANY CORPORATION (NEW YORK NY)
MD
03/20/1995 - 06/27/2000
T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)
IA
Issued 10/14/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1996
Series 7 - General Securities Representative Examination
BC
Issued 01/20/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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