Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Waldamar? Claim Your ProfileWaldamar Waugh is a financial professional with over 30 years of experience in the financial services industry. Waldamar is currently registered with Avantax Investment Services, Inc., a firm with a long history in the investment services industry. He specializes in helping clients develop personalized financial plans. His expertise extends to various investment areas including investment company products and variable contracts. Waldamar is committed to providing his clients with the highest level of service and support. He is dedicated to helping them 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.
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.
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ME
02/19/1997 - Present
Avantax Investment Services, Inc. (Standish ME)
NY
01/05/1996 - 04/09/1997
CFS BROKERAGE CORP. (NEW YORK NY)
TX
09/28/1990 - 01/03/1996
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BC
Issued 09/26/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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