Unclaimed
Wayne Debello is a registered representative with Equity Services, Inc. Wayne has been in the industry since 1985. Wayne has been registered with 7 different firms over the years. Wayne is currently registered in 13 states. In addition to Wayne's registration with Equity Services, Inc., Wayne is also registered as an Investment Advisor Representative in New York. Wayne specializes in providing financial planning services, pension consulting, educational seminars, and portfolio management for individuals. Wayne has worked with a variety of clients including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
06/22/2021 - Present
Equity Services, Inc. (CARMEL NY)
NY
11/21/2014 - 03/07/2017
PROEQUITIES, INC. (CARMEL NY)
NY
09/09/2003 - 11/17/2014
PRINCOR FINANCIAL SERVICES CORPORATION (Carmel NY)
IA
05/01/2008 - 09/24/2008
PRINCIPAL FUNDS DISTRIBUTOR, INC. (DES MOINES IA)
OH
07/10/2001 - 08/21/2003
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
NY
11/17/1997 - 05/07/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
PA
09/03/1985 - 01/08/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
NA
09/25/1984 - 07/25/1985
E. F. HUTTON & COMPANY INC
BC
Issued 10/01/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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