Unclaimed
Michael Ryan Wade is a registered representative and investment advisor representative with Osaic Wealth, Inc. in Louisville, OH. Michael Wade has been in the financial industry for over 16 years. He is also a licensed insurance agent in Ohio. Michael Ryan Wade holds Series 6 and SIE licenses.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
01/24/2025 - Present
Osaic Wealth, Inc. (LOUISVILLE OH)
OH
04/12/2007 - 03/19/2008
GWN SECURITIES INC. (HUDSON OH)
NC
04/25/2006 - 01/29/2007
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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