Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendy? Claim Your ProfileWendy Harrison is a financial advisor with Osaic Wealth, Inc. based in Scottsdale, Arizona. Wendy has over 4 years of experience in the financial services industry. Wendy holds the Series 99TO and SIE licenses. Wendy has experience working with high net worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high net worth. Wendy specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
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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AZ
11/06/2020 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
WA
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (SEATTLE WA)
MN
11/06/2020 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
11/06/2020 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
11/06/2020 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
WA
03/12/2020 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (SEATTLE WA)
BC
Issued 03/12/2020
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2020
Series 99TO - Operations Professional Examination
Active
Inactive
F
FINRA
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