Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wayne? Claim Your ProfileWayne Scott Segear is a financial advisor registered with Private Advisor Group, LLC. Wayne is a CERTIFIED FINANCIAL PLANNER™ professional, licensed in Texas and Vermont. Wayne is also a partner in Ellsworth Segear & Company, a CPA firm providing tax and consulting services. Wayne's experience spans several firms, including ING Financial Partners, Inc., Trustmont Financial Group, Inc., and Invicta Capital LLC. Wayne has been providing financial advice since 2002.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
VT
08/25/2021 - Present
Private Advisor Group, LLC (South Burlington VT)
VT
12/06/2018 - 08/31/2021
INVICTA CAPITAL LLC (Essex Junction VT)
VT
08/07/2014 - 12/18/2018
TRUSTMONT FINANCIAL GROUP, INC. (Essex Junction VT)
VT
07/25/2002 - 08/07/2014
ING FINANCIAL PARTNERS, INC. (ESSEX JUNCTION VT)
BOTH
Issued 09/09/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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