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WM

Wayne A. Monroe

MORRIS GROUP
Indianapolis, IN 46240
Some features on this profile are disabled
CRD#: 1118022
WM

Professional summary


Wayne Allen Monroe, who also goes by Wayne A Monroe, is a registered financial professional currently at MORRIS GROUP, INC. located in Indianapolis, Indiana.

Wayne is registered as a RR (Registered Representative) and started their career in finance in 1983. Wayne has worked at 4 firms and has passed the Series 63, SIE, Series 22 and Series 2 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Wayne A Monroe

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Wayne Allen Monroe's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

January 6, 1992 - Present

MORRIS GROUP, INC.

Office #1: 8445 Keystone Xing Suite 240, Indianapolis, IN 46240
BD
CRD#: 13181
Indianapolis, IN
Past

March 6, 1987 - December 31, 1991

TRANSAMERICA SECURITIES SALES CORPORATION

BD
CRD#: 17970
LOS ANGELES, CA
Past

June 19, 1983 - February 25, 1992

AETNA LIFE INSURANCE AND ANNUITY COMPANY

BD
CRD#: 13256
HARTFORD, CT
Past

April 6, 1983 - December 31, 1991

TRANSAMERICA FINANCIAL ADVISORS, INC.

BD
CRD#: 3600
LOS ANGELES, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(11/7/2013)
RR
Indiana
(1/6/1992)

Exams


State Security Law Exam
RR
Series 63
Date: 6/23/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 2
Date: 1/30/1973
Non-Member General Securities Examination
SRO Registrations
RR
FINRA

Current Firm


MG
MORRIS GROUP, INC.
MORRIS GROUP, INC.

CRD#: 13181 / SEC#: , 8-28916

BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information


Main Address
8445 Keystone Xing Suite 240, Indianapolis, IN 46240
Mailing Address
8445 Keystone Xing Suite 240, Indianapolis, IN 46240
Phone number
(317) 217-5440
Established
Indiana since 10/22/1982
Firm type
Corporation
Fiscal year end
March
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)


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Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
SIMMONS, JOHN RYANCCO, PRESIDENT4492497
REYNOLDS, MATTHEW MARKFINANCIAL AND OPERATIONAL PRINCIPAL (FINOP)4077413
SIMMONS, JOHN BASILVICE PRESIDENT1355715

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


MORRIS GROUP, INC.

CRD#: 13181Indianapolis, IN 46240

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