Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wayne? Claim Your ProfileWayne Allan Lagasse is a financial advisor registered with LPL Financial LLC and has been in the industry since 1997. Wayne has experience with CUNA BROKERAGE SERVICES, INC., BANC OF AMERICA INVESTMENT SERVICES, INC., IFMG SECURITIES, INC., CITIZENS INVESTMENT SERVICES CORP., METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY. Wayne Allan Lagasse holds the Series 6, 7, 24, 63, 65, and 66 licenses and the SIE exam. Wayne is registered in Arizona, California, Connecticut, Florida, Maine, Massachusetts, Michigan, Nebraska, North Carolina, Ohio, Rhode Island, South Carolina, Texas, and Virginia.
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.
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2
RI
05/18/2022 - Present
LPL Financial LLC (WESTERLY RI)
RI
05/01/2007 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (WESTERLY RI)
RI
09/01/2005 - 04/26/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (LINCOLN RI)
NY
06/23/2004 - 07/06/2005
IFMG SECURITIES, INC. (PURCHASE NY)
RI
07/24/2000 - 10/22/2003
CITIZENS INVESTMENT SERVICES CORP. (JOHNSTON RI)
MA
01/15/1997 - 07/24/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/15/1997 - 07/24/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 06/12/2008
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/10/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/14/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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