Unclaimed
Michael Wayda is an investment advisor representative at TLG Advisors, Inc. and has been in the industry for over 27 years. Michael has worked with multiple firms in his career including CETERA INVESTMENT SERVICES LLC, CAPITAL ONE INVESTMENT SERVICES LLC, CAPITAL ONE INVESTMENTS, LLC, BB&T INVESTMENT SERVICES, INC., and others. Michael is registered with the state of Louisiana and holds Series 63, Series 7, and Series 24 licenses. Michael specializes in providing financial planning, pension consulting, portfolio management for individuals and businesses, and educational seminars. Michael is also registered to provide portfolio management for pooled investment vehicles. Michael has extensive experience working with a variety of clients, including high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.
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.
Placement of institutional funds
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.
1
2
LA
03/23/2017 - Present
TLG Advisors, Inc. (NEW ORLEANS LA)
LA
03/19/2014 - 08/08/2016
CETERA INVESTMENT SERVICES LLC (SHREVEPORT LA)
TX
05/31/2008 - 03/10/2014
CAPITAL ONE INVESTMENT SERVICES LLC (MARSHALL TX)
LA
03/12/2007 - 05/31/2008
CAPITAL ONE INVESTMENTS, LLC (SHREVEPORT LA)
TN
08/19/2002 - 03/02/2007
BB&T INVESTMENT SERVICES, INC. (LENOIR CITY TN)
AL
05/07/2001 - 08/15/2002
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
TN
03/09/1998 - 04/16/2001
FIRST TENNESSEE BROKERAGE, INC. (MEMPHIS TN)
NA
10/02/1996 - 03/03/1998
INDEPENDENT FINANCIAL SECURITIES, INC.
AL
10/01/1996 - 03/02/1998
SOUTHTRUST SECURITIES, INC. (BIRMINGHAM AL)
GA
06/18/1996 - 10/04/1996
SUNTRUST SECURITIES, INC. (ATLANTA GA)
AL
12/18/1995 - 05/28/1996
SOUTHTRUST SECURITIES, INC. (BIRMINGHAM AL)
NA
12/08/1994 - 12/06/1995
AMERISTAR CAPITAL MARKETS, INC.
CO
06/29/1994 - 08/23/1994
R A F FINANCIAL CORPORATION (DENVER CO)
NA
08/06/1993 - 07/06/1994
F.N. WOLF & CO., INC.
BC
Issued 08/13/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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