Unclaimed
Wayne Sellar is a financial advisor with LPL Financial LLC, a large financial services firm. Wayne has been in the financial services industry since 1990. Wayne has a wide range of experience, having worked with several financial institutions and companies before joining LPL Financial LLC. Wayne is licensed to provide financial advice in California and Texas. Wayne is also a Certified Financial Planner.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
05/08/2024 - Present
LPL Financial LLC (SACRAMENTO CA)
NH
01/22/2021 - 02/02/2021
SANTANDER SECURITIES LLC (HILLSBOROUGH NH)
MA
08/05/2015 - 01/06/2021
CUSO FINANCIAL SERVICES, L.P. (FITCHBURG MA)
CA
11/04/2011 - 08/05/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PALM DESERT CA)
MA
10/31/2006 - 06/24/2010
CCO INVESTMENT SERVICES CORP. (LEXINGTON MA)
NH
08/31/2000 - 10/27/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (NASHUA NH)
CA
07/21/1999 - 08/30/2000
ATLAS SECURITIES, INC. (SAN LEANDRO CA)
NY
02/19/1998 - 06/10/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CA
11/11/1996 - 01/27/1998
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
CA
07/09/1996 - 11/29/1996
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
NA
08/31/1994 - 07/09/1996
FIRST INTERSTATE INVESTMENTS,INC.
CA
03/28/1995 - 11/16/1995
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
RI
04/24/1993 - 09/16/1994
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
MN
04/24/1990 - 05/11/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/24/1990 - 05/11/1993
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 04/28/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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