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Wayne Mark Sackley

Fidelity Personal AND Workplace Advisors

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About Wayne Mark Sackley

Wayne Mark Sackley is a financial advisor with Fidelity Personal and Workplace Advisors. Wayne has been in the financial services industry since 1988. Wayne's previous experience includes working at AXA Advisors, LLC, Legend Equities Corporation, VALIC Financial Advisors, Inc., The Variable Annuity Marketing Company, AON Securities Corporation, Godwins Securities, Inc., Forth Financial Securities, Corporation, Godwins Securities, Inc. and H.C. Copeland and Associates Equities, Inc. Wayne holds the following licenses: Series 6, 7, 26, 63, and 66. Wayne is registered to provide investment advisory services in Oregon and Texas. Wayne has passed the SIE exam.

Firm Information

Wayne Sackley is currently registered with Fidelity Personal AND Workplace Advisors. Fidelity Personal and Workplace Advisors is a large financial services firm with a long history in the industry. They provide a variety of investment and financial planning services to individual and institutional clients, including individuals, high-net-worth individuals, corporations, pension plans, charitable organizations, and state or municipal governments. They are known for their comprehensive investment options, low fees, and extensive resources. Fidelity Personal and Workplace Advisors manages over $818 billion in assets for a diverse client base.
Fidelity Personal AND Workplace Advisors

245 SUMMER STREET, V2A

BOSTON, MA 02210

$818.78B

Assets Under Management

13,624

Total Clients

14,642

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Wayne Sackley’s Registration & Firm History

OR

07/13/2018 - Present

Fidelity Personal AND Workplace Advisors (TIGARD OR)

OR

07/24/2012 - 10/05/2012

AXA ADVISORS, LLC (PORTLAND OR)

FL

11/16/2011 - 07/26/2012

LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)

OR

03/27/2000 - 10/21/2011

VALIC FINANCIAL ADVISORS, INC. (PORTLAND OR)

TX

03/27/2000 - 12/31/2001

THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)

IL

03/28/1996 - 06/01/2000

AON SECURITIES CORPORATION (CHICAGO IL)

WA

12/24/1992 - 12/31/1998

GODWINS SECURITIES, INC. (SEATTLE WA)

VA

10/19/1994 - 03/22/1996

FORTH FINANCIAL SECURITIES, CORPORATION (RICHMOND VA)

WA

10/02/1990 - 12/24/1992

GODWINS SECURITIES, INC. (SEATTLE WA)

NJ

08/04/1988 - 10/02/1990

H. C. COPELAND AND ASSOCIATES EQUITIES, INC. (SOMERSET NJ)

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Licenses & Designations

BOTH

Issued 04/02/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/20/1988

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/15/1993

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/11/2012

Series 7 - General Securities Representative Examination

BC

Issued 07/29/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Wayne Mark Sackley.
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