Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wayne? Claim Your ProfileWayne Robert Davies is a financial advisor with Avantax Advisory Services located in The Villages, FL. Wayne has been in the industry since September 21, 1997. Wayne holds a Series 6, 7, 24, 63 and 65 license as well as the SIE exam. Wayne is also a Certified Financial Planner and a Chartered Financial Consultant. Wayne's practice focuses on providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and retirement plans. Wayne's clients include high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
FL
06/10/2019 - Present
Avantax Advisory Services (The Villages FL)
IA
Issued 10/30/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1997
Series 7 - General Securities Representative Examination
BC
Issued 09/19/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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