Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wade? Claim Your ProfileWade McFee is a financial advisor with over 34 years of experience in the industry. Wade is registered with Cetera Investment Advisers LLC and McFee Financial Group, Inc. Wade is also a Chartered Financial Consultant, and has a variety of designations and licenses, including Series 6, 22, 26, 62, 63, and 65. Wade has worked at a number of firms during his career, including VOYA Financial Advisors, INC., Locust Street Securities, Inc., and McFee Financial Group Inc. Wade specializes in working with individuals, corporations, and businesses and providing them with comprehensive financial planning services. Wade has been a registered representative since 1988.
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.
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2
MN
06/29/2023 - Present
Cetera Investment Advisers LLC (MINNEAPOLIS MN)
MN
01/01/2004 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (MINNEAPOLIS MN)
IA
07/18/1988 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
IA
Issued 07/31/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2008
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/19/2000
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 05/24/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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