Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wayne? Claim Your ProfileWayne Slattery is an investment advisor representative with Fisher Investments. Wayne has been in the financial services industry since 2005. Wayne has a Series 6, Series 63, and Series 65 license. Wayne has experience working with Prudential Insurance Company of America, MetLife Securities, Inc, and MML Investors Services, LLC. Wayne specializes in investment advisory services, portfolio management for individuals, portfolio management for businesses, and portfolio management for pooled investment vehicles.
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.
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.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
06/23/2023 - Present
Fisher Investments (Tampa FL)
MA
03/16/2021 - 04/04/2023
PRUCO SECURITIES, LLC. (Reading MA)
MA
08/28/2018 - 03/01/2021
LION STREET FINANCIAL, LLC (NEWTON MA)
MA
03/19/2018 - 09/11/2018
ALLSTATE FINANCIAL SERVICES, LLC (Danvers MA)
MA
03/28/2017 - 02/22/2018
MML INVESTORS SERVICES, LLC (WAKEFIELD MA)
NY
06/30/2016 - 01/26/2017
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
MA
01/27/2005 - 06/30/2016
METLIFE SECURITIES, INC (DANVERS MA)
NH
01/27/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (EXETER NH)
IA
Issued 06/23/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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