Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wayne? Claim Your ProfileWayne Everett Phillips is a financial advisor with over 25 years of experience in the industry. Wayne is a registered representative with Ameriprise Financial Services, LLC, and holds a Series 7, Series 24, Series 63 and Series 66 license. Wayne has held various leadership roles in the industry and currently serves as a Board Member for several organizations, including Ameriprise Financial Services, LLC. Wayne's experience and expertise cover a wide range of services, including portfolio management for individuals and businesses, asset allocation, financial planning, and pension consulting. Wayne's commitment to providing personalized financial guidance is reflected in his dedication to client relationships.
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.
Asset allocation services
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
MI
10/03/2006 - Present
Ameriprise Financial Services, LLC (Detroit MI)
MN
02/13/1996 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/07/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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