Wendy Aimola (CRD# 6581298) is an Investment Advisor Representative working at Eagle Strategies LLC in Waltham, MA and has over 8 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 4046712
Stonehearth Capital Management
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | Waltham, MA | Jun 2018 - Current | 5 |
| Nylife Securities LLC | Waltham, MA | Dec 2015 - Current | 8 |
| New York Life Insurance Company | Waltham, MA | Nov 2015 - Current | 8 |
| 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 |
- MA
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- 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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