Wendy Aimola, financial advisor Waltham MA

Wendy Aimola

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Wendy R. Aimola
Phone Number: (888) 695-3245
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    13,987
    MILLIONS
  • Total Number of Accounts
    66,451
    ACCOUNTS
  • Average Account Value
    $210,490
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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