Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wayne? Claim Your ProfileWayne Green is a registered representative with Osaic Wealth, Inc. He has been in the industry since October 14, 1983. Wayne has a variety of experience in the financial services industry, including insurance sales, college planning, and estate planning. He also has experience as an investment advisor representative with The Patriot Financial Group Insurance Agency, LLC dba Chancellor Wealth Advisors and Securities America, Inc. Wayne is dedicated to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
1
2
MD
06/14/2024 - Present
Osaic Wealth, Inc. (ELKRIDGE MD)
MD
03/07/1989 - 06/14/2024
SECURITIES AMERICA, INC. (ELKRIDGE MD)
OH
12/13/1989 - 01/23/1991
PEBSCO SECURITIES CORP. (COLUMBUS OH)
IN
08/02/1985 - 03/13/1989
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
NA
06/20/1984 - 07/18/1985
ATLANTIC SECURITIES, INC.
NA
03/04/1983 - 11/21/1983
METROPOLITAN LIFE INSURANCE COMPANY
BC
Issued 08/25/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/03/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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