Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Albert? Claim Your ProfileAlbert Geoffrey Wade III is a financial advisor with Osaic Wealth, Inc. Albert has been in the industry for over 35 years and is registered with the state of Florida, North Carolina and South Carolina. Albert is licensed to offer a variety of financial products and services, including financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for individuals and businesses. Albert has extensive experience working with high-net-worth individuals and families, and he is committed to providing personalized financial advice that meets the unique needs of each client.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
AZ
10/11/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
FL
08/23/2005 - 09/27/2007
RAYMOND JAMES FINANCIAL SERVICES, INC. (JENSEN BEACH FL)
NY
03/16/1999 - 08/24/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NJ
09/24/1986 - 03/25/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BOTH
Issued 02/29/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/23/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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