Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wade? Claim Your ProfileWade Colwell has been in the financial services industry since 1986. Wade is currently registered with Raymond James Financial Services Advisors, Inc. in Arkansas and Texas. Wade previously worked with Wells Fargo Clearing Services, LLC. and A. G. Edwards & Sons, Inc. Wade is a Series 63, Series 65, Series 7 and Series 31 licensed professional. Wade specializes in portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars. Wade is also a registered investment advisor.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
AR
09/08/2022 - Present
Raymond James Financial Services Advisors, Inc. (Fayetteville AR)
AR
01/01/2008 - 09/21/2022
WELLS FARGO CLEARING SERVICES, LLC (FAYETTEVILLE AR)
AR
12/26/1986 - 01/03/2008
A. G. EDWARDS & SONS, INC. (FAYETTEVILLE AR)
IA
Issued 12/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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