Unclaimed
Ashanti Wade is a registered representative and investment advisor representative. Ashanti has been in the industry since October 10, 2011. Ashanti works for PFS Investments Inc. which has offices in Dallas, Texas. Ashanti holds the Series 6, Series 63, and SIE licenses. Ashanti specializes in portfolio management for individuals. Ashanti is registered in Texas, Oklahoma, Georgia, and the District of Columbia.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
10/11/2011 - Present
PFS Investments Inc. (DALLAS TX)
BC
Issued 10/12/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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