Unclaimed
Wade Homan is a financial advisor who has been in the industry since April 2001. Wade is registered with PFS Investments Inc., a firm that offers financial planning and portfolio management for individuals. Wade has been registered with PFS Investments Inc. since April 2001. Wade is licensed in five states, including Iowa, Minnesota, Nebraska, North Dakota, and South Dakota. Wade's specializations include Series 6, which qualifies the individual to offer mutual funds, variable annuities, and other investment company products.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
SD
04/11/2001 - Present
PFS Investments Inc. (SIOUX FALLS SD)
BC
Issued 02/21/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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