Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendy? Claim Your ProfileWendy Holding is a financial advisor registered with Loring, Wolcott & Coolidge Fiduciary Advisors, LLP. Wendy has been in the financial services industry since October 2009. Wendy holds the Series 65 license and has been registered with the state of Massachusetts since May 1, 2008 and with the state of New Hampshire since June 20, 2023. Wendy is a Chartered Financial Analyst (CFA).
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.
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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MA
06/20/2023 - Present
Loring, Wolcott & Coolidge Fiduciary Advisors, LLP (BOSTON MA)
IA
Issued 04/18/2008
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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