Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendy? Claim Your ProfileWendy MacZko is a financial advisor with Osaic Institutions, Inc., working in the Minneapolis, Minnesota area. Wendy has been in the industry since 2001, holding the Series 66, 24, and 7 licenses. She has experience with clients including corporations, high-net-worth individuals, and charitable organizations. She offers financial planning, selection of other advisors, and portfolio management services. In addition to her role at Osaic Institutions, Inc., Wendy is also a landlord and has a history with Spire Credit Union and Infinex Investments, Inc.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
MN
07/01/2016 - Present
Osaic Institutions, Inc. (Minneapolis MN)
MN
07/01/2014 - 07/01/2016
ESSEX NATIONAL SECURITIES, LLC (Eagan MN)
MN
01/17/2014 - 07/24/2014
SECURITIES AMERICA, INC. (FALCON HEIGHTS MN)
MN
06/09/2005 - 01/08/2014
CUNA BROKERAGE SERVICES, INC. (APPLE VALLEY MN)
MN
05/10/2002 - 06/01/2005
USALLIANZ INVESTOR SERVICES, LLC (MINNEAPOLIS MN)
MN
02/14/2001 - 05/15/2002
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
BOTH
Issued 12/10/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/07/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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