Wendy Karkoska

Current Employers

Employment History

• 09/2005 → 01/2017
  Lincoln Financial Advisors
  Waltham, MA
• 01/2017 → 06/2018
  Lpl Financial Llc
  Waltham, MA
• 01/2017 → 06/2018
  Integrated Wealth Concepts Llc
  Waltham, MA
• 08/2005 → 06/2018
  Integrated Financial Partners
  Waltham, MA
• 06/2018 → 11/2018
  Unemployed
  Boston, MA
• 11/2018 → 11/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 11/2018 → 11/2019
  Bank Of America, N.A.
  Boston, MA
• 12/2019 → Present
  Raymond James & Associates, Inc.
  Boston, MA

Previous Registrations

• 2019-12-09 → 2025-11-04
  Raymond James & Associates, Inc.
  Boston, MA
  Boston, MA
• 2018-11-27 → 2019-11-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boston, MA
• 2017-01-23 → 2018-09-04
  Integrated Wealth Concepts Llc
  Waltham, MA
• 2005-11-09 → 2017-02-09
  Osaic Fa, Inc.
  Waltham, MA
• 2003-08-20 → 2005-09-01
  Rbc Capital Markets, Llc
  Boston, MA

Other Businesses

I*125993 For profit or not for profit: Non-Profit Organization Name of outside business organization: Neighborhood Association of Back Bay Investment related: N Address of business: Boston, Massachusetts 02116 Nature of business: Charitable Organization, Position, title, association: Committee Member, Start date of relationship: 5/1/2017 Number of hours devoted: 5 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: I am a member of the Homelessness Committee for the NABB. I attend meetings, plan charitable events and participate on panels to discuss the issues in my neighborhood.

Exams

• S66 Uniform Combined State Law Examination
  2003-08-14

Designations

Other Names

• Wendy Jill Gilbert
• Wendy Jill Sandberg
• Wendy Jill Karkoska
• Wendy Jill Sandberg
• Wendy Karkoska
• Wendy Gilbert
• Jill Sandberg
• Wendy Sandberg