Unclaimed
Wayne Crews is a financial advisor with Charles Schwab & Co., Inc., registered with the state of Arizona. Wayne has been in the industry since 2022, and is well-versed in the investment industry. Wayne has licenses for Series 66, Series 7TO, and SIE exams. Wayne has prior experience working with Wells Fargo Clearing Services, LLC, Wells Fargo Bank, NA, Hilton, Target, and Disneyland.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
AZ
02/07/2024 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
AZ
07/05/2022 - 01/26/2024
WELLS FARGO CLEARING SERVICES, LLC (PHOENIX AZ)
BOTH
Issued 07/26/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/05/2022
Series 7TO - General Securities Representative Examination
BC
Issued 05/25/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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