Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Wade has over 20 years of experience in the financial services industry. Andrew has served as a financial advisor at multiple firms, including Sterne, Agee & Leach, Inc., Anderson & Strudwick, Incorporated, and Jesup & Lamont Securities Corp. Andrew is currently a registered representative and investment advisor representative with Stonex Advisors Inc. Andrew specializes in financial planning, portfolio management, and pension consulting. Andrew is a Certified Financial Planner™ and holds Series 6, 7, 24, 63, and 65 licenses.
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.
Financial consulting services
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
VA
07/05/2016 - Present
Stonex Advisors Inc. (Annandale VA)
AL
12/09/2011 - 12/14/2011
STERNE, AGEE & LEACH, INC. (BIRMINGHAM AL)
VA
07/01/2010 - 12/09/2011
ANDERSON & STRUDWICK, INCORPORATED (ANNANDALE VA)
VA
10/30/2009 - 07/08/2010
JESUP & LAMONT SECURITIES CORP (ANNANDALE VA)
VA
07/20/2001 - 11/26/2008
EMPIRE FINANCIAL GROUP, INC. (ANNADALE VA)
GA
05/14/1998 - 07/20/2001
CENTENNIAL CAPITAL MANAGEMENT, INC. (ATLANTA GA)
IA
Issued 10/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/26/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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