Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wayne? Claim Your ProfileWayne Douglas Minich is a financial professional with over 50 years of experience in the industry. Wayne is currently registered as a registered representative of Valmark Advisers, Inc. and is a registered investment advisor representative of Valmark Advisers, Inc., as well as Wayne D. Minich & Company, Inc.. Wayne has obtained various licenses and certifications during his career, including Series 1, 7TO, 63 and SIE. Wayne is also a Chartered Financial Consultant.
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.
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.
Consulting
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
OH
04/13/2022 - Present
Valmark Advisers, Inc. (RICHFIELD OH)
MN
07/22/1996 - 10/03/1997
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
GA
11/10/1993 - 06/18/1996
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
NA
04/26/1983 - 11/16/1993
GREEN HILL FINANCIAL SERVICE CORPORATION
NA
10/07/1971 - 04/25/1983
MANEQUITY, INC.
BC
Issued 05/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/1971
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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