![Wayne Klatt, financial advisor Melville NY](/img/ws/profile-blank-sq.png)
Wayne Klatt (CRD# 1865145) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Melville, NY and has over 21 years of experience in the finance industry.
![Steven Abbass, financial advisor Melville NY](/img/ws/profile-blank-sq.png)
CRD# 4658014
Northwestern Mutual Investment Services,llc
![Brandon Abbe, financial advisor Melville NY](/img/ws/profile-blank-sq.png)
CRD# 2637653
Wells Fargo Advisors
![Stephen Abbott, financial advisor Melville NY](/img/ws/profile-blank-sq.png)
CRD# 1538140
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Wrig Agency Inc. Dba Wayne Klatt Allstate | Garden City, NY | Apr 2021 - Current | 3 |
Allstate Insurance Company | Garden City, NY | Oct 2020 - Current | 3 |
Stockcross Financial Services | Beverly Hills, CA | Mar 2016 - Oct 2020 | 4 |
Credit Suisse Securities (usa) LLC | New York, NY | Apr 2007 - Dec 2015 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2002 |
S65 | NASAA Investment Advisors Law Examination | Oct 2018 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NY
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Total Assets Under Management62MILLIONS
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Total Number of Accounts189ACCOUNTS
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Average Account Value$328,756
- Other
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
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