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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sharrie? Claim Your ProfileSharrie Kelley Wade is an Investment Advisor Representative at Equitable Advisors, LLC. Sharrie is a registered representative with FINRA and has been in the financial services industry since March 1996. Sharrie holds Series 6, 7, 63, 65 and 66 licenses. Sharrie's firm is a registered investment adviser and offers investment advisory services to individuals, businesses, and charitable organizations. Sharrie's previous experience includes work at Medallon Investment Services, Inc. and Securities Service Network, Inc. Sharrie's areas of specialization include financial planning, portfolio management, and pension consulting.
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
MD
06/04/2021 - Present
Equitable Advisors, LLC (GLEN BURNIE MD)
MD
01/04/1999 - 01/15/2002
MEDALLION INVESTMENT SERVICES, INC. (SEVERNA PARK MD)
TN
10/10/1996 - 12/31/1998
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
GA
02/23/1996 - 12/31/1996
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
BOTH
Issued 02/06/2004
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2003
Series 7 - General Securities Representative Examination
BC
Issued 02/22/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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