Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kade? Claim Your ProfileKade Neilson MacHen is a financial professional with over 16 years of experience in the financial services industry. Kade is currently registered with Stephens and is licensed in Arkansas and Texas. Kade has held previous roles with STERNE, AGEE & LEACH, INC. and KEEFE, BRUYETTE & WOODS, INC. Kade is a Series 7, Series 63, Series 79TO and SIE licensed professional and specializes in Financial Planning, Portfolio Management for Individuals, Portfolio Management for Businesses, Pension Consulting, Publication of Periodicals, Selection of Other Advisers, and Educational Seminars.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
TX
04/17/2015 - Present
Stephens (DALLAS TX)
TX
05/07/2013 - 04/23/2015
STERNE, AGEE & LEACH, INC. (DALLAS TX)
TX
02/26/2007 - 04/26/2013
KEEFE, BRUYETTE & WOODS, INC. (AUSTIN TX)
BC
Issued 08/20/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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