Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wayne? Claim Your ProfileWayne Anderman is a financial advisor with Avantax Advisory Services. Wayne has been in the financial services industry since 1989. Wayne is registered with the state of Florida as an Investment Advisor Representative. Wayne is also registered with the state of Texas as an Investment Advisor Representative. Wayne has a Series 65 license, which allows him to provide investment advice to individuals and institutions. Wayne has also been a financial advisor with J.P. Turner & Company, L.L.C., Dreyfus Service Corporation, First Union Securities, Inc., Prudential Securities Incorporated, and Thomson McKinnon Securities Inc. Wayne is committed to providing clients with personalized financial advice and helping them reach their financial goals.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
FL
02/06/2024 - Present
Avantax Advisory Services (PLANTATION FL)
FL
12/01/2005 - 09/12/2006
J.P. TURNER & COMPANY, L.L.C. (PLANTATION FL)
NY
10/05/1999 - 12/19/2003
DREYFUS SERVICE CORPORATION (NEW YORK NY)
MO
02/05/1992 - 11/05/1999
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NY
08/25/1989 - 02/10/1992
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
02/19/1986 - 08/25/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
NA
03/06/1985 - 03/28/1985
B.O.C.L. SECURITIES CORP.
NA
06/05/1984 - 03/05/1985
MORGAN, OLMSTEAD, KENNEDY & GARDNER, INCORPORATED
IA
Issued 11/22/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Wayne Anderman is the right advisor for you? Invested Better is here to help.
