Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wayne? Claim Your ProfileWayne Murry is an investment advisor representative at Newedge Advisors, a firm with more than $10 billion in assets under management. Wayne has been in the financial services industry since 1999 and has held previous positions at Hancock Whitney Investment Services Inc. and LPL Financial LLC. He has a wide range of experience in financial planning, portfolio management, and pension consulting. Wayne is a Chartered Financial Analyst and holds Series 7, 24, 63, and 65 licenses. He is registered to provide investment advisory services in Louisiana and Texas.
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.
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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LA
08/08/2022 - Present
Newedge Advisors (NEW ORLEANS LA)
LA
02/07/2012 - 08/18/2022
HANCOCK WHITNEY INVESTMENT SERVICES INC. (COVINGTON LA)
LA
12/17/2012 - 01/31/2013
LPL FINANCIAL LLC (COVINGTON LA)
LA
11/10/2008 - 02/13/2012
PRIMEVEST FINANCIAL SERVICES, INC. (NEW ORLEANS LA)
LA
12/17/2001 - 06/03/2005
WHITNEY SECURITIES, L.L.C. (NEW ORLEANS LA)
LA
11/16/2001 - 12/17/2001
PAN-AMERICAN FINANCIAL ADVISERS (NEW ORLEANS LA)
NY
03/02/1999 - 11/16/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 11/20/2008
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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