Unclaimed
Wayne Franklin Farnsworth is an active registered investment advisor representative, with over 20 years of experience in the industry. Wayne is currently registered with Valmark Advisers, Inc., and has been with the firm since 2004. Wayne is also registered with the State of Ohio as an investment advisor representative. He is qualified to offer a range of financial services, including financial planning, portfolio management, and pension consulting. Wayne has a Series 6 license and has passed the Securities Industry Essentials Examination.
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.
1
2
OH
05/03/2004 - Present
Valmark Advisers, Inc. (NEWARK OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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