Wayne NilesCRD Number: 1927798
Current Firm: Msi Financial Services, Inc.
Wayne Niles (CRD# 1927798) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Dublin, OH and has over 27 years of experience in the finance industry.
Rebel Financial, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Pds Planning Inc.
|Metlife Securities Inc.||Dublin, OH||Jan 2015 - Current||2|
|New England Securities||Boston, MA||Feb 1989 - Current||28|
|The New England||Asbury Park, NJ||May 1987 - Current||30|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1990|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV