Invested Better
Unclaimed

Unclaimed

Unclaimed

Kade Jenkins Vasi

Grant Williams LP

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kade? Claim Your Profile

About Kade Jenkins Vasi

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.

Firm Information

Kade Vasi is currently registered with Grant Williams LP. Grant Williams LP is a Partnership firm that was formed on June 26, 1998. The firm is registered with the SEC and in 18 states.

Not reported

Assets Under Management

Not reported

Total Clients

39

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kade Vasi’s Registration & Firm History

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)

Not sure if Kade Jenkins Vasi is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kade Jenkins Vasi.
Not sure if Kade Jenkins Vasi is right for you?