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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wayne? Claim Your ProfileWayne Robert Sholk is a financial advisor with Raymond James Financial Services Advisors, Inc. Wayne has been in the industry since 1994 and has experience working with a wide range of clients, including individuals, businesses, and institutions. Wayne holds a variety of licenses and certifications, including Series 7, 63, 65, 9, and 10. Wayne is also a registered investment advisor in multiple states, including New Jersey, Texas, and Florida. Wayne's primary focus is on providing financial planning and investment management services to clients. Wayne has extensive experience working with clients in the North Brunswick, NJ area and is committed to providing personalized service and helping clients reach their financial goals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NJ
09/10/2015 - Present
Raymond James Financial Services Advisors, Inc. (NORTH BRUNSWICK NJ)
NJ
06/01/2009 - 08/04/2015
MORGAN STANLEY (LAWRENCEVILLE NJ)
NJ
05/25/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (LAWRENCEVILLE NJ)
NJ
05/06/1994 - 06/14/2007
CITIGROUP GLOBAL MARKETS INC. (NEW BRUNSWICK NJ)
IA
Issued 05/27/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/24/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/24/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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