Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carleton? Claim Your ProfileCarleton Wade is a financial professional with over 20 years of experience in the industry. Carleton is a registered representative of PFS Investments Inc. Carleton's background includes experience with PFS Investments Inc. in Duluth, GA and Roseville, CA. Carleton is currently located at the firm's branch office in Manteca, CA. Carleton holds the Series 6 and SIE licenses and has passed the Uniform Securities Agent State Law Examination (Series 63). Carleton's primary specializations are in the area of investment company products and variable contracts. Carleton has been registered with the state of California since 2011.
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.
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CA
12/22/2011 - Present
PFS Investments Inc. (MANTECA CA)
CA
01/22/2008 - 12/21/2011
PFS INVESTMENTS INC. (ROSEVILLE CA)
GA
11/22/2004 - 11/30/2007
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 07/23/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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