Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wayburn? Claim Your ProfileWayburn Costellow is an investment advisor representative at AE Wealth Management, LLC. Wayburn is a financial professional with over 30 years of experience in the industry. Wayburn's specializations include retirement planning, investment management for individuals and businesses, and educational seminars. Wayburn is a Chartered Financial Consultant and holds Series 7, 6, and 63 licenses. Wayburn has previously worked at Client One Securities, LLC and Center Street Securities, Inc. Wayburn also has experience in insurance and real estate.
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.
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.
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KY
06/24/2024 - Present
AE Wealth Management, LLC (Bowling Green KY)
KY
06/08/2020 - 12/31/2021
CLIENT ONE SECURITIES LLC (BOWLING GREEN KY)
KY
06/04/2015 - 06/09/2020
CENTER STREET SECURITIES, INC. (BOWLING GREEN KY)
KY
04/22/2014 - 06/12/2015
THE O.N. EQUITY SALES COMPANY (Bowling Green KY)
GA
09/30/1994 - 06/05/1995
WMA SECURITIES, INC. (DULUTH GA)
MN
06/09/1993 - 12/31/1994
FORTIS INVESTORS, INC. (OAKDALE MN)
NJ
01/01/1992 - 07/06/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
01/01/1992 - 07/06/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
NY
11/07/1991 - 11/11/1991
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
11/07/1991 - 11/11/1991
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 04/22/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/16/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2014
Series 7 - General Securities Representative Examination
BC
Issued 10/11/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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