Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendy? Claim Your ProfileWendy Astorino is a financial advisor at LPL Financial LLC. Wendy has over 20 years of experience in the financial services industry. Wendy is registered with the state of Pennsylvania and Texas. Wendy has a Series 7, Series 63 and Series 65 license. Wendy's previous experience includes working with Royal Alliance Associates, Inc. and NFP Advisor Services, LLC.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
03/10/2021 - Present
LPL Financial LLC (PITTSBURGH PA)
PA
12/02/2015 - 03/12/2021
ROYAL ALLIANCE ASSOCIATES, INC. (PITTSBURGH PA)
PA
01/20/2005 - 12/08/2015
NFP ADVISOR SERVICES, LLC (PITTSBURGH PA)
NY
08/09/2002 - 01/05/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
11/05/2001 - 09/25/2002
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
01/27/2000 - 10/05/2001
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
IA
Issued 12/05/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Wendy Astorino is the right advisor for you? Invested Better is here to help.
