Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shaye? Claim Your ProfileShaye Wade is a financial professional with over 23 years of experience in the financial services industry. Shaye currently holds a Series 7, 6, and SIE licenses, as well as a Series 24 general securities principal license. Shaye is affiliated with Charles Schwab & Co., Inc., a well-known investment firm with a wide range of financial products and services. Previously, Shaye held positions at several other firms including, CURIAN CLEARING, LLC, OLD MUTUAL INVESTMENT PARTNERS, TRANSAMERICA CAPITAL, INC., BROKERAGE ADMINISTRATORS CORPORATION, and OPPENHEIMERFUNDS DISTRIBUTOR, INC. Shaye's experience and qualifications suggest a well-rounded understanding of financial markets and investment strategies.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
10/16/2015 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
CO
07/16/2012 - 09/15/2015
CURIAN CLEARING, LLC (DENVER CO)
CO
08/04/2004 - 05/31/2012
OLD MUTUAL INVESTMENT PARTNERS (DENVER CO)
CO
01/04/2001 - 08/03/2004
TRANSAMERICA CAPITAL, INC. (DENVER CO)
CO
11/24/2000 - 01/03/2001
BROKERAGE ADMINISTRATORS CORPORATION (ENGLEWOOD CO)
NY
01/27/1998 - 02/17/2000
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
BC
Issued 02/24/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/26/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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