Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wayne? Claim Your ProfileWayne H. McIntosh is a financial advisor with over 20 years of experience in the industry. Wayne currently works at J.p. Morgan Securities LLC in Sun City Center, Florida. Wayne has previously worked for firms such as Wells Fargo Investments, LLC, WMA Securities, Inc., and American Express Financial Advisors Inc.. Wayne holds the Series 7, Series 63, Series 65, and Series 6TO licenses. Wayne specializes in portfolio management for individuals, businesses, and pension plans. He also provides financial planning services. Wayne is committed to providing personalized financial advice to his clients.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
FL
03/04/2024 - Present
J.p. Morgan Securities LLC (SUN CITY CENTER FL)
FL
09/20/2022 - 10/06/2023
J.P. MORGAN SECURITIES LLC (SUN CITY CENTER FL)
CA
02/04/2003 - 01/20/2004
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
GA
08/11/2000 - 05/11/2001
WMA SECURITIES, INC. (DULUTH GA)
MN
07/01/1997 - 08/18/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/01/1997 - 08/18/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MI
04/23/1996 - 09/27/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
NY
03/08/1996 - 03/29/1996
PRIME CHARTER LTD. (NEW YORK NY)
NY
01/22/1996 - 02/20/1996
AMERICORP SECURITIES, INC. (NEW YORK NY)
NY
09/29/1995 - 10/03/1995
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 11/11/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/30/2022
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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