History / Overview of Waddell & Reed
Waddell & Reed is a full-service financial advisory firm that has been helping individuals customize their financial plans since 1937.
The firm also acts as a Broker/Dealer and is a member of FINRA/SIPC and a federally registered Investment Advisor.
The team of financial advisors at Waddell & Reed is supported by a highly experienced investment management team, as well as a broad spectrum of financial products and services.
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Through its affiliations and network of associations, Waddell & Reed is able to deliver a broad array of financial products and services, including Mutual Funds, Closed End Funds, Education Funding, Retirement Planning, Managed Accounts, Financial Planning, Brokerage & Cash Management services, Insurance/Annuities and other investment products such as CDs, Stocks and Bonds.
Waddell & Reed Reviews – Services
- Investments
- Financial Planning
- Education Funding
- Retirement Plans
- Annuities
- Insurance
Waddell & Reed Reviews – Team Members:
- Armand Alaverdian
- John Miller
- John Manocchio
- Bret Ferrante
- Tom Mille
- Linda Polwrek
- …and many more
Waddell & Reed Reviews – Contact Information:
- 15260 Ventura Blvd., Suite 940, Sherman Oaks, CA 91403
- Phone: 818-465-0210
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