Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Anthony Wade is an investment advisor representative who has been in the financial services industry since 1992. Michael is currently registered with Cambridge Investment Research Advisors, Inc. in Littleton, Colorado and Texas. Michael has previously worked for AXA ADVISORS, LLC, FIRST ALLIED SECURITIES, INC., PRESIDENTIAL BROKERAGE, INC., FIRST UNION SECURITIES, INC., JWGENESIS FINANCIAL GROUP, INC and CHATFIELD DEAN & CO., INC. Michael holds the Series 7, Series 63 and Series 65 licenses and the SIE certification. Michael offers financial planning and investment advice. Michael's firm specializes in financial planning, investment management, and other related services.
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.
Solicitation fees from 3rd party money managers
1
2
CO
04/23/2018 - Present
Cambridge Investment Research Advisors, Inc. (Littleton CO)
CO
06/08/2011 - 03/14/2013
AXA ADVISORS, LLC (HIGHLANDS RANCH CO)
CO
09/21/2004 - 06/06/2011
FIRST ALLIED SECURITIES, INC. (GREENWOOD VILLAGE CO)
TX
01/10/2002 - 10/19/2004
PRESIDENTIAL BROKERAGE, INC. (AUSTIN TX)
CA
09/03/2004 - 09/03/2004
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
MO
05/24/2000 - 01/30/2002
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
FL
01/04/1999 - 06/09/2000
JWGENESIS FINANCIAL GROUP, INC (BOCA RATON FL)
CO
01/16/1992 - 01/04/1999
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 07/06/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/13/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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