Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wayne? Claim Your ProfileWayne Demeester is a financial advisor with Soltis Investment Advisors, LLC, a firm with offices in Sammamish, WA and St. George, UT. Wayne has been in the industry since 1979. Wayne has a long history of working with individuals, families, and businesses on financial planning and investment management. Wayne is also a partner in Blue Sky Inc., a board member of Vesiflo Inc., and a co-owner of B1-17.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
WA
02/16/2016 - Present
Soltis Investment Advisors, LLC (Sammamish WA)
WA
06/17/1994 - 10/04/2010
WELLS FARGO ADVISORS, LLC (BELLEVUE WA)
NY
05/26/1989 - 06/27/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
04/25/1988 - 06/29/1989
DREXEL BURNHAM LAMBERT INCORPORATED
NA
08/27/1979 - 05/19/1988
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
IA
Issued 01/27/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/1981
Series 5 - Interest Rate Options Examination
BC
Issued 08/18/1979
Series 7 - General Securities Representative Examination
Active
Inactive
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