linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Wayne Roy Bellinger

Osaic Institutions, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Wayne? Claim Your Profile

About Wayne Roy Bellinger

Wayne Bellinger is a financial advisor with over 13 years of experience in the financial services industry. Wayne is currently registered with Osaic Institutions, Inc. and has previously worked at CUSO FINANCIAL SERVICES, L.P. and NYLIFE SECURITIES LLC. Wayne holds the Series 6, 7, 63 and 66 licenses, as well as the SIE exam. Wayne has been registered in 29 states and works with clients across a variety of investment needs. Wayne specializes in financial planning, portfolio management for individuals, and pension consulting.

Firm Information

Wayne Bellinger is currently registered with Osaic Institutions, Inc.. Osaic Institutions, Inc. is a Corporation headquartered in MERIDEN, CT, United States. The firm was formed on 1993-04-07 and is registered with the SEC and in 53 states. Osaic Institutions, Inc. provides financial planning, pension consulting, educational seminars, and other advisory services to a wide range of clients, including individuals, corporations, charitable organizations, and high net worth individuals. The firm manages approximately $3,626,644,800 in assets and has over 1,700 licensed agents, investment adviser representatives, and registered representatives.
Osaic Institutions, Inc.

538 PRESTON AVENUE

MERIDEN, CT 06450-4858

$3.63B

Assets Under Management

25

Total Clients

641

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

solicitation services for other advisers

Solicitation services for other advisers

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Wayne Bellinger’s Registration & Firm History

NC

11/30/2023 - Present

Osaic Institutions, Inc. (Charlotte NC)

CO

12/17/2014 - 11/29/2023

CUSO FINANCIAL SERVICES, L.P. (Lone Tree CO)

CO

06/16/2010 - 12/23/2014

NYLIFE SECURITIES LLC (DENVER CO)

Not sure if Wayne Roy Bellinger is right for you?

Licenses & Designations

BOTH

Issued 10/07/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/28/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/23/2014

Series 7 - General Securities Representative Examination

BC

Issued 06/15/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Wayne Roy Bellinger.
Not sure if Wayne Roy Bellinger is right for you?