Unclaimed
Rhonda Faye Wainwright is a registered representative and investment advisor representative with LPL Financial LLC, a broker-dealer and investment advisor. Rhonda has over 20 years of experience in the financial services industry. She is a Series 7 and Series 63 licensed professional. Rhonda’s current office location is in Manasquan, NJ. Rhonda has previously worked at WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC and QUASAR DISTRIBUTORS, LLC. Rhonda specializes in a variety of services such as financial planning, portfolio management for individuals and businesses, and educational seminars.
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.
Consulting and other non-discretionary advisory services
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
07/24/2024 - Present
LPL Financial LLC (MANASQUAN NJ)
NJ
05/04/2016 - 07/29/2024
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (MANASQUAN NJ)
NJ
03/13/2013 - 05/17/2016
LPL FINANCIAL LLC (MANASQUAN NJ)
ME
01/26/2007 - 10/04/2010
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
NY
01/01/2002 - 12/31/2006
CREDIT SUISSE ASSET MANAGEMENT SECURITIES, INC. (NEW YORK NY)
BC
Issued 05/04/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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