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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wayne? Claim Your ProfileWayne Jostrand is a financial advisor with Equity Services, Inc. in Montpelier, VT. Wayne has been in the financial industry since 2004. He is a Registered Principal with Series 24 and Series 4 licenses. He also holds licenses including Series 7, Series 3 and Series 55. Wayne has been with Equity Services, Inc. since 2014. Previously, Wayne worked at CRT Capital Group LLC in Stamford, CT. Wayne specializes in providing investment advisory services.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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VT
09/05/2014 - Present
Equity Services, Inc. (MONTPELIER VT)
CT
12/11/1995 - 03/01/2006
CRT CAPITAL GROUP LLC (STAMFORD CT)
BC
Issued 01/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2023
Series 4 - Registered Options Principal Examination
BC
Issued 04/06/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2014
Series 7 - General Securities Representative Examination
BC
Issued 03/03/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/09/1993
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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