Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Scott Wade is a financial professional with over 30 years of experience in the financial services industry. Michael is currently registered with Packerland Brokerage Services, Inc. and has been with them since September 2018. Previously, Michael was registered with Foresters Equity Services, Inc. and ING Financial Partners, Inc. Michael is a Chartered Financial Consultant and holds Series 6, 63, 26 and 65 licenses. Michael specializes in providing financial planning, investment management, and insurance services to individuals, families, businesses and charitable organizations.
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.
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
SC
01/01/2025 - Present
Packerland Brokerage Services, Inc. (Greenville SC)
SC
10/25/2011 - 09/20/2018
FORESTERS EQUITY SERVICES, INC. (GREER SC)
SC
02/12/2004 - 10/24/2011
ING FINANCIAL PARTNERS, INC. (GREER SC)
AZ
10/01/2002 - 02/11/2004
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
TX
08/18/1992 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
CT
11/27/1990 - 12/31/1991
NWNL MANAGEMENT CORPORATION (WINDSOR CT)
IA
12/08/1986 - 11/28/1990
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NA
10/28/1985 - 12/26/1986
EQUICO SECURITIES, INC.
NA
10/28/1985 - 12/24/1986
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
IA
Issued 06/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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