Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wayne? Claim Your ProfileWayne Brantley is a financial advisor registered with United Planners' Financial Services of America a Limited Partner. Wayne has been in the financial services industry for over 14 years and has experience working with individuals, businesses, and charitable organizations. Wayne holds both Series 7 and Series 63 securities licenses, and has a Chartered Financial Consultant designation. Wayne is currently registered to provide advisory services in Arkansas, Colorado, Florida, Georgia, Missouri, and Ohio.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
Helps you choose top advisors aligned with your financial goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AZ
07/15/2015 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
OH
11/14/2014 - 07/27/2015
SECURITIES AMERICA, INC. (HUNTSVILLE OH)
OH
06/10/2008 - 11/14/2014
SUNSET FINANCIAL SERVICES, INC. (HUNTSVILLE OH)
OH
01/14/2008 - 02/04/2008
AMERIPRISE FINANCIAL SERVICES, INC. (DUBLIN OH)
BC
Issued 09/05/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/11/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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