Wayne Berna, financial advisor Ormond Beach FL

Wayne Berna

CRD Number: 2788280
Current Firm: Northwestern Mutual Investment Services,llc

Wayne Berna (CRD# 2788280) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Ormond Beach, FL and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI Mar 2021 - Current 3
Northwestern Mutual Life Insurance Co Milwaukee, WI Sep 2014 - Current 9
Northwestern Mutual Investment Services, LLC Jacksonville, FL Sep 2013 - Current 10
William S. Koch Jacksonville, FL Sep 2013 - Sep 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1996
S65 NASAA Investment Advisors Law Examination Jun 2008
Contact Info for Wayne M. Berna
Phone Number: 866-950-4644
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, 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, VT, WA, WI, WV

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