Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wayne? Claim Your ProfileWayne Shrewsbury is a financial advisor with over 35 years of experience in the industry. Wayne is currently registered with Osaic Wealth, Inc. Wayne has a wide range of experience in the financial services industry and is committed to providing personalized financial advice to clients. Wayne's previous experience includes working for Woodbury Financial Services, Inc., Trustmont Financial Group, Inc., Allegheny Investments, Ltd., Princor Financial Services Corporation, CUNA Brokerage Services, Inc., Calvert Securities Corporation, and American Express Financial Advisors Inc. Wayne holds Series 6, 7, 22, and 63 licenses.
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.
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2
PA
01/19/2024 - Present
Osaic Wealth, Inc. (MCMURRAY PA)
PA
12/14/2018 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (MCMURRAY PA)
PA
09/22/2010 - 12/18/2018
TRUSTMONT FINANCIAL GROUP, INC. (MCMURRAY PA)
PA
04/04/2003 - 09/21/2010
ALLEGHENY INVESTMENTS, LTD. (PITTSBURGH PA)
IA
08/29/2002 - 04/15/2003
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
09/18/1998 - 08/02/2002
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
PA
07/09/1991 - 09/18/1998
ALLEGHENY INVESTMENTS, LTD. (PITTSBURGH PA)
MD
07/27/1988 - 06/13/1991
CALVERT SECURITIES CORPORATION (BETHESDA MD)
NA
02/28/1985 - 07/19/1988
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
02/28/1985 - 12/24/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 03/06/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
BC
Issued 03/27/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/27/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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