Unclaimed
Wayne Salsbury is a financial advisor with over 10 years of experience in the industry. Wayne is currently registered with Seia, a firm based in Los Angeles, CA. Wayne has a broad range of experience, having previously worked with Kestra Investment Services, LLC, Securities America, Inc., and Cadaret, Grant & Co., Inc.. Wayne is a Series 7 and Series 66 licensed financial advisor. Wayne has a strong focus on financial planning, and portfolio management for both individuals and businesses. Wayne also offers educational seminars to help clients learn more about investing and financial planning.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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
OH
06/27/2024 - Present
Seia (Cleveland OH)
OH
08/03/2021 - 06/17/2024
CADARET, GRANT & CO., INC. (Cleveland OH)
OH
02/12/2021 - 08/05/2021
KESTRA INVESTMENT SERVICES, LLC (AVON OH)
OH
08/04/2014 - 02/18/2021
SECURITIES AMERICA, INC. (MAYFIELD HEIGHTS OH)
BOTH
Issued 10/10/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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