Wayne HastadCRD Number: 6104142
Current Firm: Wells Fargo Clearing Services, LLC
Wayne Hastad (CRD# 6104142) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Orlando, FL and has over 9 years of experience in the finance industry.
Valic Financial Advisors, Inc.
Securian Financial Services, Inc.
Certified Advisory Corp
|Wells Fargo Clearing Services, LLC||Ocala, FL||Nov 2016 - Current||5|
|Wells Fargo Bank Na||Ocala, FL||May 2010 - Current||11|
|Wells Fargo Advisors, LLC||Ocala, FL||Aug 2012 - Nov 2016||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2012|
|S66||NASAA Uniform Combined State Law Examination||Oct 2017|
Total Assets Under Management568,760MILLIONS
Total Number of Accounts1,434,300ACCOUNTS
Average Account Value$396,542
- 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)
AK, AL, AR, AZ, 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, VI, VT, WA, WI, WV, WY
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