Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wade? Claim Your ProfileWade Atley Peterson is a financial advisor with over 30 years of experience in the industry. Wade has been with Wells Fargo Clearing Services, LLC since November 2016. Prior to that, Wade worked at D.A. Davidson & Co. and Piper Jaffray Inc. Wade specializes in providing financial planning, investment consulting, portfolio management, and selection of other advisors for individual, business, and institutional clients. Wade holds a variety of licenses and designations including the Series 63 and Series 65, and is currently registered with the states of Texas and Oregon. Wade has a long history of service and is committed to providing personalized and comprehensive financial guidance to help clients achieve their financial goals.
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.
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.
Investment consulting services to institutional clients
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
OR
10/26/2011 - Present
Wells Fargo Clearing Services, LLC (LAKE OSWEGO OR)
OR
09/25/1998 - 09/04/2008
D.A. DAVIDSON & CO. (PORTLAND OR)
MN
02/24/1984 - 09/01/1998
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
IA
Issued 02/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/15/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2013
Series 31 - Futures Managed Funds Examination
BC
Issued 08/09/1988
Series 15 - Foreign Currency Options Examination
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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