Securities America Advisors, Inc
About this Advisor
Wayne Bisek is a certified financial planner and chartered financial consultant based in Oregon, Wisconsin. Currently a registered financial advisor at Securities America Advisors, Inc, they have accrued 10 years of work experience. Bisek has Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Bisek is able to advise investors based out of Wisconsin. Throughout their career, they have worked at Financial Network, Cetera Advisor Networks LLC, Securities America Inc and Securities America Advisors. Securities America Advisors, Inc is headquartered in Oregon, Wisconsin, and has 1,271 additional offices throughout the nation. Overall, Securities America Advisors, Inc manages $29 billion in assets throughout 184,356 accounts and retains more than 1,989 people. The amount of assets the firm manages makes it one of the biggest investment advisory firms in the nation. The firm manages 127,618 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 15% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in assets. Securities America Advisors, Inc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. The firm may charge clients asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Securities America Advisors, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Wayne Bisek Work History
Wayne has 10 years of experience.
Securities America Inc
Securities America Advisors
Cetera Advisor Networks LLC
Wayne Bisek has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Securities America Advisors, Inc
La Vista, NE
Lake Worth, FL
Fernandina Beach, FL
La Vista, NE