Unclaimed
Kade Jenkins Vasi is a financial advisor with Grant Williams LP. Kade has been in the industry since 2012 and holds both the Series 66 and Series 7 licenses, along with the Series 24 and SIE exams. Kade has previously worked at Invesco Distributors, Inc., OppenheimerFunds Distributor, Inc., MetLife Securities Inc., and AXA Advisors, LLC. Kade is registered in Pennsylvania.
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
PA
03/23/2021 - Present
Grant Williams LP (PHILADELPHIA PA)
TX
05/25/2019 - 01/15/2021
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
CO
04/18/2016 - 05/25/2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)
NY
04/02/2015 - 03/14/2016
METLIFE SECURITIES INC. (NEW YORK NY)
PA
03/05/2012 - 04/03/2015
AXA ADVISORS, LLC (BALA CYNWYD PA)
BOTH
Issued 05/01/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/10/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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