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Waddell & Reed, Inc.




Waddell & Reed is a member of NASD, the National Association of Securities Dealer. NASD is a self regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
 
Across seven decades, Waddell & Reed has sold its mutual funds to individual investors primarily through financial advisors. A respect for the importance of professional financial advice and guidance is central to their investment culture. Your financial advisor, Waddell & Reed and their fund families provide a powerful three legged stool on which to build your financial future.

Successfully cultivating these investment results across many market cycles, Waddell & Reed's investment management team has consistently achieved highly competitive performance within its peer groups. Their investment philosophy, which has served as the cornerstone of their stability, emphasizes long term investing. Waddell & Reed has succeeded by believing in fundamentals over fads and extending this belief to the benefit of their investors.

Their portfolio managers with the critical intelligence they need to make investment decisions, while giving them the authority to act independently. In Risk adjusted Returns their conservative investment approach is based on fundamentals over fads. Waddell & Reed can offer a Wealth of Investment Opportunities, choose from a wide variety of mutual funds, education plans and retirement plans to meet your individual financial needs and goals. Waddell & Reed offers Mutual funds, Education plans, Retirement plans, and Insurance & Annuities this product. 

At Waddell & Reed, it happens every day. Waddell & Reed enable you to develop a career based on your own personal needs and career goals. Waddell & Reed encourage you to make the most of who you are, what you have to offer and how you can best use your talents to build a successful financial future for you and your clients. You pave your own career path. They simply provide the means the tools, processes, support systems and products to assist you in achieving your goals.

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