Unclaimed
Justin Wade is a financial advisor with Fisher Investments. Justin has been in the financial services industry since 2019. Justin is registered with the state of Texas. Justin holds the Series 63, Series 65, Series 7, and SIE securities licenses. Justin has previously worked for J.P. Morgan Securities LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
01/25/2022 - Present
Fisher Investments (PLANO TX)
TX
11/07/2019 - 12/04/2021
J.P. MORGAN SECURITIES LLC (Plano TX)
IA
Issued 01/25/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/03/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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