Wendy AimolaCRD Number: 6581298
Current Firm: Eagle Strategies LLC
Wendy Aimola (CRD# 6581298) is an Investment Advisor Representative working at Eagle Strategies LLC in Waltham, MA and has over 5 years of experience in the finance industry.
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
Claybrook Capital, LLC
|Eagle Strategies LLC||Waltham, MA||Jun 2018 - Current||3|
|Nylife Securities LLC||Waltham, MA||Dec 2015 - Current||6|
|New York Life Insurance Company||Waltham, MA||Nov 2015 - Current||6|
|Unemployed||Norwood, MA||Aug 2015 - Nov 2015||< 1|
|International Forest Productions||Foxboro, MA||Aug 2014 - Jul 2015||< 1|
|Staples||Framingham, MA||Nov 2006 - Jul 2014||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2016|
|S65||NASAA Investment Advisors Law Examination||Jun 2018|
Total Assets Under Management13,987MILLIONS
Total Number of Accounts66,451ACCOUNTS
Average Account Value$210,490
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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