Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wayne? Claim Your ProfileWayne Richard Pietri is a financial advisor with over 40 years of experience in the financial services industry. Wayne is currently registered with LPL Financial LLC in Metairie, LA. Wayne is licensed to provide financial advice and services in multiple states including Alabama, Georgia, Louisiana, and Mississippi. Wayne has a broad range of experience in financial planning, portfolio management, and consulting services for both businesses and individuals. Wayne’s previous roles include positions with NEXT FINANCIAL GROUP, INC., JACK DARDIS & ASSOCIATES, LTD., LINSCO/PRIVATE LEDGER CORP., SUN INVESTMENT SERVICES COMPANY and MONY SECURITIES CORP.
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.
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2
LA
06/02/2014 - Present
LPL Financial LLC (METAIRIE LA)
LA
05/01/2006 - 06/05/2014
NEXT FINANCIAL GROUP, INC. (METAIRIE LA)
LA
11/05/1997 - 05/04/2006
JACK DARDIS & ASSOCIATES, LTD. (METAIRIE LA)
SC
09/15/1997 - 11/12/1997
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MA
03/18/1991 - 08/20/1997
SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)
NY
09/27/1978 - 04/10/1991
MONY SECURITIES CORP. (NEW YORK NY)
NY
09/27/1978 - 10/15/1990
THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK (NEW YORK NY)
BC
Issued 11/28/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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