Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Edward Wade is a financial advisor with over 40 years of experience in the financial services industry. Donald is a Certified Financial Planner (CFP®) and holds Series 1, 7, 24, and 63 licenses. Donald is currently registered with Lincoln Investment and Capital Analysts. Donald has worked with Legend Equities Corporation and Legend Capital Corporation in the past. Donald focuses on providing financial planning, selection of other advisors, and portfolio management services for individuals and businesses.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
05/30/2017 - Present
Lincoln Investment (LOMBARD IL)
IL
01/01/1994 - 01/03/2017
LEGEND EQUITIES CORPORATION (OAKBROOK IL)
FL
09/06/1989 - 01/01/1994
LEGEND CAPITAL CORPORATION (PALM BEACH GARDENS FL)
NA
02/14/1987 - 10/07/1989
UR FINANCIAL, INC.
NA
07/02/1979 - 03/11/1987
H. C. COPELAND AND ASSOCIATES EQUITIES, INC.
BC
Issued 05/08/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/1986
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
BC
Issued 06/25/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
Not sure Donald Wade is the right advisor for you? Invested Better is here to help.
