Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wayne? Claim Your ProfileWayne Proulx is a financial advisor at Osaic Wealth, Inc., based in Belchertown, Massachusetts. Wayne has been in the financial industry for over 28 years and holds licenses in multiple states. Wayne has held positions at Sagepoint Financial, Inc. and Signator Investors, Inc. Wayne is a Certified Financial Planner and a member of the Willpower Foundation board of directors. Osaic Wealth, Inc. is a firm with over 437,000 clients and over $94 trillion in assets under management.
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.
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.
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MA
09/01/2023 - Present
Osaic Wealth, Inc. (BELCHERTOWN MA)
MA
10/27/2014 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (BELCHERTOWN MA)
MA
10/16/2009 - 11/10/2014
SIGNATOR INVESTORS, INC. (BELCHERTOWN MA)
MA
07/26/1995 - 10/16/2009
FIRST INVESTORS CORPORATION (AGAWAM MA)
BOTH
Issued 12/23/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/29/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 05/07/2007
Series 24 - General Securities Principal Examination
BC
Issued 08/01/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/25/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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