Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wendell? Claim Your ProfileWendell Wayne Cayton is a financial advisor with over 35 years of experience in the industry. Wendell is currently registered with Snowden Capital Advisors LLC and has previously been registered with firms such as Triad Advisors LLC and Signator Investors, Inc. Wendell is dedicated to providing personalized financial advice to individuals, families, and businesses. He is committed to helping clients achieve their financial goals through comprehensive financial planning, investment management, and retirement planning 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.
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.
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2
NY
11/28/2023 - Present
Snowden Capital Advisors LLC (NEW YORK NY)
ID
11/14/2017 - 11/30/2023
TRIAD ADVISORS LLC (Eagle ID)
ID
05/13/2016 - 11/17/2017
SIGNATOR INVESTORS, INC. (BELLEVUE ID)
ID
09/04/2009 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (BELLEVUE ID)
CA
02/16/1989 - 09/04/2009
TRANSAMERICA FINANCIAL ADVISORS, INC. (FOSTER CITY CA)
NA
02/16/1989 - 07/31/1995
TRANSAMERICA SECURITIES SALES CORPORATION
CA
09/23/1987 - 07/31/1995
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
NA
10/27/1988 - 06/13/1989
WALL STREET PACIFIC FINANCIAL RESOURCES, INC.
NA
09/23/1987 - 10/19/1988
TRANSAMERICA FINANCIAL RESOURCES, INC.
IA
Issued 09/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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