Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wayne? Claim Your ProfileWayne McMullen is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC. Wayne has been a financial advisor for over 24 years and has extensive experience working with a wide range of clients, including individuals, corporations, and charitable organizations. Wayne is licensed in several states and has held licenses with several other firms. He also has an active registration with the Investment Adviser Registration Depository (IARD), indicating that he is also registered as an investment advisor representative.
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.
Investment consulting services to institutional clients
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.
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2
FL
12/07/2020 - Present
Wells Fargo Advisors Financial Network, LLC (SARASOTA FL)
FL
01/29/2009 - 12/04/2020
WELLS FARGO CLEARING SERVICES, LLC (SARASOTA FL)
FL
05/28/2004 - 02/02/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SARASOTA FL)
WI
01/02/2003 - 06/17/2004
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
FL
10/28/1998 - 01/06/2003
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
OK
03/25/1998 - 09/21/1998
AMERICAN INVESTMENT SERVICES, INC. (OKLAHOMA CITY OK)
IA
Issued 12/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 03/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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