Unclaimed
Wayne Creeden is a financial professional with over 15 years of experience in the industry. Wayne is a Registered Representative and Investment Advisor Representative at Bankers Life Advisory Services, Inc. Wayne has a strong track record of helping clients achieve their financial goals. Prior to joining Bankers Life Advisory Services, Inc. Wayne was a Registered Representative at PROEQUITIES, INC., and UVEST FINANCIAL SERVICES GROUP, INC. Wayne holds Series 7, 24 and 66 securities licenses. Wayne is also a Certified Financial Planner. Wayne specializes in providing financial planning, portfolio management, and retirement planning services. Wayne is committed to providing clients with personalized advice and guidance to help them 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.
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.
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.
A percentage of the total value of assets under management is charged.
Non-discretionary investment consulting services
1
2
DE
07/01/2016 - Present
Bankers Life Advisory Services, Inc. (Dover DE)
DE
05/21/2010 - 05/26/2016
PROEQUITIES, INC. (DOVER DE)
DE
12/11/2007 - 05/14/2010
UVEST FINANCIAL SERVICES GROUP, INC. (DOVER DE)
BOTH
Issued 12/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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