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Wendy W
Series 63, Series 65
Salisbury, NC
OSAIC
Wendy Weant is a financial advisor with OSAIC in Salisbury, NC, holding Series 63 and Series 65 licenses and 23 years of industry experience. She has worked with OSAIC since 2018 and previously with Signator Investors and Insight Financial Partners, where she has also maintained a role since 2005. In addition to her financial career, she has been a self-employed singer and performer since 1981. OSAIC Wealth serves a diverse client base including retail and institutional investors, offering brokerage and advisory services through a multi-advisor platform. The firm employs a model-based investment process emphasizing asset allocation, portfolio optimization, and risk management, and is notable for its scale, affiliate network, and recent consolidation activity.
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