Unclaimed
Wayne Greenough is a financial advisor registered in 10 states and active in the industry since 1992. Wayne works at Global Retirement Partners LLC, a firm with a focus on providing retirement planning and investment advice. Wayne has a proven track record of success in the industry and is committed to providing his clients with the highest level of service and expertise. Wayne is registered with FINRA and holds Series 6, Series 63 and SIE licenses. Wayne also has experience working with MSI Financial Services, Inc., Metropolitan Life Insurance Company, Park Avenue Securities LLC, Guardian Investor Services Corporation, Ascend Financial Services, Inc., and PML Securities Company.
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.
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
CA
10/29/2018 - Present
Global Retirement Partners LLC (SAN RAFAEL CA)
NC
03/16/2001 - 12/20/2016
MSI FINANCIAL SERVICES, INC. (CHARLOTTE NC)
NC
03/16/2001 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (CHARLOTTE NC)
NY
05/03/1999 - 03/14/2001
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
07/14/1998 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
MN
02/07/1995 - 03/24/1998
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
DE
05/28/1991 - 10/11/1994
PML SECURITIES COMPANY (NEWARK DE)
IA
Issued 05/07/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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