Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zenaida? Claim Your ProfileZenaida Buenaventura Orduna is a registered investment advisor representative with Osaic Institutions, Inc., a firm based in Meriden, Connecticut. Zenaida has been in the industry since 2012 and has a strong track record of providing financial advice to individuals and businesses. She holds Series 7 and 66 licenses, and is also registered with the states of California, Florida, Maine, Massachusetts, Nevada, New Hampshire, Texas, and Virginia. Zenaida has previously worked for Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Santander Securities LLC. Zenaida is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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.
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2
MA
07/24/2018 - Present
Osaic Institutions, Inc. (WALTHAM MA)
MA
01/28/2016 - 07/11/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WELLESLEY HILLS MA)
MA
04/17/2014 - 02/02/2016
MORGAN STANLEY (WALTHAM MA)
MA
04/11/2013 - 04/16/2014
SANTANDER SECURITIES LLC (WEST NEWTON MA)
MA
07/24/2012 - 04/18/2013
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (QUINCY MA)
BOTH
Issued 09/10/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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