Unclaimed
Wade Barnett is a financial advisor with over 38 years of experience in the financial services industry. Wade has been registered with Jefferies LLC since December 2022. Prior to that, Wade worked for J.P. Morgan Securities LLC, CS First Boston Corporation, Oppenheimer & Co., Inc., and Butcher & Singer Inc. Wade holds the Series 7, Series 63, and SIE exams. Wade is registered to provide securities advice and investment services in 53 states, including District of Columbia and Puerto Rico.
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.
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.
1
2
PA
12/02/2022 - Present
Jefferies LLC (Philadelphia PA)
PA
04/17/1995 - 12/03/2022
J.P. MORGAN SECURITIES LLC (PHILADELPHIA PA)
NY
02/18/1992 - 04/25/1995
CS FIRST BOSTON CORPORATION (NEW YORK NY)
NY
02/18/1986 - 03/12/1992
OPPENHEIMER & CO., INC. (NEW YORK NY)
NA
07/26/1984 - 02/19/1986
BUTCHER & SINGER INC.
BC
Issued 07/27/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Wade Barnett is the right advisor for you? Invested Better is here to help.