Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wayne? Claim Your ProfileWayne Todd Jones is a financial advisor with over 20 years of experience in the industry. Wayne is currently registered with TD Private Client Wealth LLC and has been with the firm since May 2022. Prior to that, Wayne was with Citizens Securities, Inc. for a year and PNC Investments for four years. Wayne holds Series 6, 7, 63, and 66 licenses. He also holds the Securities Industry Essentials (SIE) exam. Wayne specializes in providing financial advice to individuals, high-net-worth individuals, corporations, and other businesses. He offers a range of services, including financial planning, portfolio management, and pension consulting.
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.
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.
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2
NJ
10/28/2024 - Present
TD Private Client Wealth LLC (Marlton NJ)
PA
09/24/2021 - 06/03/2022
CITIZENS SECURITIES, INC. (Fort Washington PA)
PA
08/04/2014 - 12/06/2018
PNC INVESTMENTS (BLUE BELL PA)
MO
05/28/2003 - 02/17/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
BOTH
Issued 10/20/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/30/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2014
Series 7 - General Securities Representative Examination
BC
Issued 05/27/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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