Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wayne? Claim Your ProfileWayne Peck is a financial professional with over 27 years of experience in the financial services industry. Wayne is a Registered Representative and Investment Advisor Representative with Osaic Wealth, Inc., with offices in Maumee, OH. Wayne is a Chartered Financial Consultant and has experience in a variety of financial services, including insurance, annuities, long-term care, portfolio management, and tax preparation. Wayne is dedicated to providing personalized financial advice to individuals, families, and businesses. Wayne has experience working with a wide range of clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
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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2
OH
07/27/2023 - Present
Osaic Wealth, Inc. (MAUMEE OH)
OH
01/30/2009 - 05/22/2018
CAPITAL FINANCIAL SERVICES, INC. (FINDLAY OH)
OH
04/04/2007 - 02/11/2009
HORNOR, TOWNSEND & KENT, INC. (FINDLAY OH)
OH
12/01/2006 - 04/02/2007
QUESTAR CAPITAL CORPORATION (FINDLAY OH)
OH
11/02/2004 - 12/01/2006
USALLIANZ SECURITIES, INC. (FINDLAY OH)
MN
10/22/1999 - 11/03/2004
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
NY
07/07/1995 - 10/21/1999
ROOSEVELT EQUITY CORPORATION (NEW YORK NY)
BC
Issued 11/16/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2005
Series 7 - General Securities Representative Examination
BC
Issued 07/06/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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