Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Levi? Claim Your ProfileLevi C. Wade is a financial advisor with over 17 years of experience in the financial services industry. Levi is currently registered with Raymond James Financial Services Advisors, Inc. Levi is also registered in Oklahoma and Texas as an Investment Advisor Representative. Levi holds the Series 6, Series 63, Series 65 and SIE licenses and is a Certified Financial Planner. Levi previously worked with COUNTRY CAPITAL MANAGEMENT COMPANY from 2005 to 2022.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OK
02/17/2023 - Present
Raymond James Financial Services Advisors, Inc. (Oklahoma City OK)
OK
08/03/2005 - 12/21/2022
COUNTRY CAPITAL MANAGEMENT COMPANY (Oklahoma City OK)
IA
Issued 11/08/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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