Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wayne? Claim Your ProfileWayne Edward Templet is an investment advisor representative who has been in the industry since August 2019. Wayne Edward Templet is currently registered with Cetera Investment Advisers LLC and has been registered since August 2023. Prior to this, Wayne Edward Templet was registered with Ameritas Investment Company, LLC and W&S Brokerage Services, INC. Wayne Edward Templet is also registered with the state of Louisiana. Wayne Edward Templet offers portfolio management for individuals and businesses, financial planning and educational seminars.
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
LA
08/21/2023 - Present
Cetera Investment Advisers LLC (HARAHAN LA)
LA
09/29/2022 - 08/22/2023
AMERITAS INVESTMENT COMPANY, LLC (METAIRIE LA)
LA
06/24/2022 - 08/02/2022
W&S BROKERAGE SERVICES, INC. (Metairie LA)
IA
Issued 3/31/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/24/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 3/11/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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