Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Alan Wayne is a financial advisor with MML Investors Services, LLC. Charles has been in the financial services industry for over 30 years, and has a deep understanding of the markets. Charles has a strong track record of success, and is committed to providing his clients with the highest level of service. Charles specializes in financial planning, portfolio management, and retirement planning. Charles is a Certified Financial Planner™ professional and a member of the Financial Planning Association. In addition to working with MML Investors Services, LLC, Charles also works as an Independent Insurance Agent.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation programs
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
MN
03/25/2017 - Present
MML Investors Services, LLC (Plymouth MN)
MN
12/10/2003 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (MINNETONKA MN)
NY
12/10/2003 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
TX
10/31/2001 - 12/03/2003
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
10/31/2001 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IN
08/07/2000 - 10/30/2001
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
08/07/2000 - 10/30/2001
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
07/09/1991 - 07/19/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/09/1991 - 07/19/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 07/05/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/08/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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