Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vicki? Claim Your ProfileVicki Wade is an investment advisor representative registered with Thrivent Investment Management Inc.. Vicki has been in the industry since 2015 and holds the Series 66, Series 7, and SIE licenses. In addition to her current employment, Vicki has held previous roles with EDWARD JONES and The Vernon Company. Vicki is registered with the states of Alabama, Arizona, Colorado, Florida, Illinois, Indiana, Iowa, Maine, Michigan, Minnesota, Missouri, Nebraska, North Dakota, Ohio, South Dakota, Texas, and Wisconsin. Vicki Wade’s main area of specialization is in Financial Planning and Portfolio Management for Individuals.
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.
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.
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2
IA
02/07/2023 - Present
Thrivent Investment Management Inc. (JOHNSTON IA)
IA
09/29/2015 - 12/20/2022
EDWARD JONES (NEWTON IA)
BOTH
Issued 10/17/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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