Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wayne? Claim Your ProfileWayne Franklin Farnsworth has been in the securities industry since 1986. Wayne is a registered representative with Valmark Advisers, Inc. and has been with the firm since 1998. Wayne holds Series 6, 7, and 63 securities licenses as well as the SIE exam. Wayne is registered in 27 states and 4 jurisdictions as an investment advisor representative. Wayne has experience in providing investment advisory services to individuals, high-net-worth individuals, corporations, and charitable organizations. Wayne's current specializations include fixed income, mutual funds, variable annuities, retirement planning, college savings, and insurance.
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.
Strategic management for diversified investment portfolios.
Consulting
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
OH
04/21/1999 - Present
Valmark Advisers, Inc. (NEWARK OH)
MO
05/19/1986 - 03/17/1998
BMA FINANCIAL SERVICES, INC. (KANSAS CITY MO)
BC
Issued 08/09/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/1993
Series 7 - General Securities Representative Examination
BC
Issued 05/16/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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