Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dwayne? Claim Your ProfileDwayne Lamont Washington is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Dwayne Washington has been in the securities industry since March 7, 2016. Dwayne Washington has a wide range of experience providing investment advice to individuals, businesses, and institutions. Dwayne Washington has a strong understanding of the financial markets and is committed to helping clients achieve their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
VA
03/04/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (Blacksburg VA)
NA
12/23/1992 - 11/01/1993
PORTFOLIO ASSET MGT/USA FINANCIAL GROUP INC.
NA
11/23/1992 - 12/23/1992
USA FINANCIAL GROUP, INC.
NA
11/20/1991 - 11/16/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
11/20/1991 - 11/16/1992
IDS LIFE INSURANCE COMPANY
BOTH
Issued 03/03/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/26/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2018
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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