Unclaimed
Wayne Sackley is an investment advisor representative at Fidelity Personal And Workplace Advisors in Boston, Massachusetts. Wayne has been in the securities industry since 1988.
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.
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.
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.
1
2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
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)
BOTH
Issued 4/2/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/20/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/15/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/11/2012
Series 7 - General Securities Representative Examination
BC
Issued 7/29/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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