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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wayne? Claim Your ProfileWayne Norman Schwartz is a financial advisor with Strategic Financial Concepts, LLC, a firm based in San Antonio, Texas. Wayne has been a registered investment advisor since 2011 and holds both Series 6 and Series 7 licenses. Wayne is also a licensed life insurance agent. Wayne provides a variety of advisory services including financial planning, portfolio management, and pension consulting. Wayne has a strong track record of success and a commitment to providing clients with personalized financial advice. Wayne's experience and expertise make him a valuable asset to Strategic Financial Concepts, LLC and its clients.
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.
General consulting and business planning services
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.
Retainer fees
1
2
TX
06/17/2011 - Present
Strategic Financial Concepts, LLC (AUSTIN TX)
TX
11/21/2008 - 06/01/2011
CHOICE INVESTMENTS, INC. (AUSTIN TX)
TX
03/22/2004 - 08/29/2007
INTERSECURITIES, INC. (AUSTIN TX)
MN
07/13/2001 - 01/30/2004
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
MN
08/19/1998 - 05/18/2001
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
FL
02/08/1995 - 05/27/1998
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
Issued 01/06/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2005
Series 7 - General Securities Representative Examination
BC
Issued 01/25/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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