Unclaimed
Wayne Roy Bellinger is a financial professional with over 20 years of experience in the financial services industry. Wayne has a strong track record of success in providing financial planning and investment advice to individuals and businesses. Wayne currently works at Osaic Institutions, Inc. in Aurora, CO. Wayne has a wide range of experience in the financial services industry, having previously worked at CUSO Financial Services, L.P., NYLIFE Securities LLC, and MetLife Securities Inc. Wayne is a Registered Representative and Investment Advisor Representative. Wayne is also a Chartered Financial Consultant (ChFC). Wayne is committed to helping clients achieve 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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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.
1
2
CO
11/30/2023 - Present
Osaic Institutions, Inc. (Sheriden CO)
CO
04/02/2012 - 11/29/2023
CUSO FINANCIAL SERVICES, L.P. (CENTENNIAL CO)
CO
10/21/2008 - 04/05/2012
NYLIFE SECURITIES LLC (LITTLETON CO)
CO
08/16/2005 - 10/02/2008
METLIFE SECURITIES INC. (GREENWOOD VILLAGE CO)
CO
08/16/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (GREENWOOD VILLAGE CO)
NY
12/02/2003 - 05/10/2005
NYLIFE SECURITIES INC. (NEW YORK NY)
CA
09/06/2000 - 07/08/2002
FARMERS FINANCIAL SOLUTIONS, LLC (WESTLAKE VILLAGE CA)
IL
02/07/2000 - 09/08/2000
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
BC
Issued 02/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2005
Series 7 - General Securities Representative Examination
BC
Issued 02/04/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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