Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wayne? Claim Your ProfileWayne Freeman Wilbanks is a financial advisor with Clearstead Advisory Solutions. Wayne has been working in the financial services industry since 1982 and has a wide range of experience in investment management, financial planning, and portfolio management. Wayne holds the Series 7, Series 63, and Series 65 licenses. Wayne is also a Chartered Financial Analyst (CFA). Wayne has worked at a number of firms including Smith Barney, Harris Upham & Co., Incorporated, and Wilbanks, Smith & Thomas Asset Management LLC. Wayne's firm, Clearstead Advisory Solutions, is a registered investment advisor that provides a variety of services to individual and institutional clients. The firm's services include investment consulting, investment research and due diligence, trust administration, financial planning, and portfolio management.
1100 SUPERIOR AVE EAST
CLEVELAND, OH 44114
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.
Investment consulting for 401(k), foundation & healthcare clients; investment research and due diligence; trust administration
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.
A percentage of assets under advisement or flat fee
1
2
OH
05/13/2024 - Present
Clearstead; Hartland & CO., Llc; Clearstead Advisory Solutions (CLEVELAND OH)
NA
04/29/1982 - 02/07/1985
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
IA
Issued 11/19/1990
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/28/1983
Series 5 - Interest Rate Options Examination
BC
Issued 04/17/1982
Series 7 - General Securities Representative Examination
Active
Inactive
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