Unclaimed
Emalee Wade is a financial advisor with Fidelity Brokerage Services LLC. Emalee has been in the financial industry since 2022 and has a strong track record of success. Emalee is a registered representative with FINRA and is licensed to sell securities in all 50 states and the District of Columbia. Emalee holds Series 63, Series 7, Series 6, and SIE licenses. Emalee is committed to providing her clients with personalized financial advice and guidance.
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.
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.
1
2
UT
07/02/2024 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
UT
10/18/2022 - 01/20/2024
J.P. MORGAN SECURITIES LLC (SANDY UT)
BC
Issued 11/01/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/18/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/04/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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