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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 an investment advisor representative with Raymond James Financial Services Advisors, Inc. based in Houston, Texas. Wayne has been in the financial services industry since 1996. Wayne has a Series 7, Series 3, Series 31, and Series 63 licenses. Wayne is also a licensed investment advisor in Texas. Wayne is registered with the following states: Alabama, Arizona, California, Colorado, Connecticut, Florida, Georgia, Louisiana, Maryland, New York, North Carolina, Rhode Island, Texas, and Virginia. Wayne has a bachelor's degree in Business Administration from the University of Houston. Wayne's specializations include financial planning, portfolio management, and retirement planning.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
05/30/2017 - Present
Raymond James Financial Services Advisors, Inc. (HOUSTON TX)
TX
06/01/2009 - 05/30/2017
MORGAN STANLEY (HOUSTON TX)
TX
11/27/1996 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (HOUSTON TX)
IA
Issued 12/11/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/11/2019
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/1997
Series 3 - National Commodity Futures Examination
BC
Issued 11/26/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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