Unclaimed
Wayne Turner House is a financial advisor who has been in the industry since 2011. Wayne is currently registered as an Investment Advisor Representative in North Carolina for Clearstead Advisory Solutions. Prior to joining Clearstead Advisory Solutions, Wayne was with Northwestern Mutual Investment Services, LLC and Hatteras Capital. Wayne is also a Finance Committee Member of the First Presbyterian Church in Durham, North Carolina. Wayne has a broad range of specializations and advisory services, including financial planning, investment research, trust administration, and portfolio management for individuals and businesses.
1100 SUPERIOR AVE EAST
CLEVELAND, OH 44114
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.
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.
Investment consulting for 401(k), foundation & healthcare clients; investment research and due diligence; trust administration
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.
A percentage of assets under advisement or flat fee
1
2
OH
05/02/2024 - Present
Clearstead; Hartland & CO., Llc; Clearstead Advisory Solutions (CLEVELAND OH)
NC
04/20/2017 - 02/27/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (DURHAM NC)
NC
12/03/2013 - 11/02/2016
HATTERAS CAPITAL (RALEIGH NC)
NC
08/31/2011 - 10/29/2013
CAROLINA CAPITAL MARKETS, INC. (CHAPEL HILL NC)
IA
Issued 04/04/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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