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 Warren is a financial advisor with Savant Wealth Management. Warren has been in the financial services industry since 2005 and has experience with a variety of investment strategies. Warren holds the Series 63, 66, 24, 7, SIE and 99TO licenses. Warren is also a Certified Financial Planner. Warren has a strong track record of providing financial advice to individuals and families.
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
IL
12/04/2023 - Present
Savant Wealth Management (ROCKFORD IL)
AL
06/15/2015 - 12/05/2023
LPL FINANCIAL LLC (BIRMINGHAM AL)
AL
03/11/2008 - 05/22/2015
PROEQUITIES, INC. (BIRMINGHAM AL)
AL
10/07/2005 - 02/22/2008
COMPASS BROKERAGE, INC. (BIRMINGHAM AL)
AL
02/14/2005 - 09/13/2005
NBC SECURITIES, INC. (BIRMINGHAM AL)
BOTH
Issued 04/06/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/10/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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