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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Wade is a financial advisor with Macquarie Investment Management Business Trust. Michael has been in the industry since 2007 and is registered in California and Pennsylvania. Michael's previous employers include GRANT WILLIAMS L.P. and BLACKROCK INVESTMENTS, LLC. Michael's expertise includes portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
Structured product/securitization advice/transition management
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.
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
PA
03/15/2023 - Present
MacQuarie Investment Management Business Trust (PHILADELPHIA PA)
PA
08/23/2021 - 04/16/2023
GRANT WILLIAMS L.P. (PHILADELPHIA PA)
IL
09/21/2007 - 05/21/2021
BLACKROCK INVESTMENTS, LLC (CHICAGO IL)
IA
Issued 07/12/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2008
Series 7 - General Securities Representative Examination
BC
Issued 09/20/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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