Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wade? Claim Your ProfileWade Alan Masen is a financial advisor with LPL Financial LLC. Wade has been working in the financial services industry since 1984. Wade is registered to provide investment advice in Arizona, California, Colorado, Florida, Georgia, Indiana, Michigan, Nevada, North Carolina, Ohio, and Texas. Wade also holds Series 6, 22, and 63 licenses. Wade currently works with 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MI
08/21/2023 - Present
LPL Financial LLC (CLINTON TWP MI)
MI
05/31/2006 - 08/21/2023
SIGMA FINANCIAL CORPORATION (CLINTON TWP MI)
AZ
03/13/1991 - 06/01/2006
MTL EQUITY PRODUCTS, INC. (FOUNTAIN HILLS AZ)
IN
02/02/1987 - 11/17/1990
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
NA
10/31/1986 - 02/13/1987
ABACUS EQUITY SERVICES, INC.
NA
02/01/1984 - 10/31/1986
CARDELL & ASSOCIATES, INCORPORATED
BC
Issued 01/30/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 01/30/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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