Unclaimed
Gary Wayne is a financial advisor with over 26 years of experience in the financial services industry. Gary is registered with Wells Fargo Advisors Financial Network, LLC and is licensed to provide financial advice in 43 states and the District of Columbia. Gary's expertise lies in providing investment consulting services to institutional clients as well as financial planning for individuals and businesses. Gary holds the Series 3, 7, 63, and 65 licenses along with the SIE designation. Gary is a CERTIFIED FINANCIAL PLANNER™ professional. Gary previously worked with Wells Fargo Clearing Services, LLC and Citigroup Global Markets Inc.
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.
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.
Investment consulting services to institutional clients
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
NJ
05/12/2022 - Present
Wells Fargo Advisors Financial Network, LLC (CHATHAM NJ)
NJ
02/10/2009 - 05/12/2022
WELLS FARGO CLEARING SERVICES, LLC (SHORT HILLS NJ)
NY
01/24/1996 - 03/02/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 06/08/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/1998
Series 3 - National Commodity Futures Examination
BC
Issued 01/23/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Gary Wayne is the right advisor for you? Invested Better is here to help.