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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wayd? Claim Your ProfileWayd Winston Wolgemuth is an investment advisor representative at Morgan Stanley. Wayd has been in the securities industry since November 1989. Wayd has passed multiple FINRA exams including the Series 7, Series 63, Series 65, and Series 72 exams. Wayd has been registered with Morgan Stanley since 2009 and previously worked for Citigroup Global Markets Inc. and Lehman Brothers Inc. Wayd is licensed to provide investment advice in 23 states and Washington, D.C. Wayd specializes in providing investment advice to individuals, corporations, businesses, insurance companies, investment companies, pooled investment vehicles, pension and profit sharing plans, charitable organizations, state or municipal government entities, and high-net-worth individuals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
PA
03/26/2020 - Present
Morgan Stanley (Camp Hill PA)
PA
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (HARRISBURG PA)
NY
11/21/1989 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 09/03/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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