Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cade? Claim Your ProfileCade Carter Barrett is a financial advisor at Bankers Life Advisory Services, Inc. Cade is a Registered Representative and Investment Advisor Representative. Cade has been in the industry since 2022. They have a Series 7, Series 63, and Series 66 license. Cade is registered with FINRA, as well as the state of Washington. Cade offers financial planning, educational seminars, and selection of other advisors services. Cade is also registered with Bankers Life & Casualty, Inc.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your 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.
Non-discretionary investment consulting services
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2
WA
12/05/2022 - Present
Bankers Life Advisory Services, Inc. (University Place WA)
BOTH
Issued 12/02/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/07/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/03/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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