Wayne Slattery, financial advisor Exeter NH
96 score

Wayne Slattery

CRD Number: 1154405
Current Firm: Msi Financial Services, Inc.

Wayne Slattery (CRD# 1154405) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Exeter, NH and has over 30 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Metropolitan Life Insurance Company Providence, RI Jun 1999 - Current 17
Metlife Securities Inc. Providence, RI Jun 1999 - Current 17
The Guardian Life Insurance Company New York, NY Mar 1996 - Current 20
The F.i.r.m. North Andover, MA Dec 1993 - Current 23
New England Life Boston, MA Jun 1981 - Current 35
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1986
Contact Info for Wayne F. Slattery
Phone Number: 800-638-8378
Registered State(s):
  • NH
By the Numbers
  • Total Assets Under Management
    13,804
    MILLIONS
  • Total Number of Accounts
    105,831
    ACCOUNTS
  • Average Account Value
    $130,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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