Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wade? Claim Your ProfileWade Elmo O'Neal has been in the financial services industry for over 15 years. Wade is a Registered Representative with USAA Investment Services Co. based out of Plano, Texas. Wade is also registered to offer Investment Advisory Services in Texas. Wade has a history of working at USAA Financial Advisors, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and The Resource Fund Group. Wade holds the Series 7, Series 63, and Series 66 licenses.
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.
Referrals
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.
Referral fees pursuant to a referral agreement
1
2
TX
08/14/2024 - Present
Usaa Investment Services Co. (Plano TX)
TX
05/17/2022 - 06/27/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WYLIE TX)
TX
11/17/2010 - 06/16/2020
USAA FINANCIAL ADVISORS, INC. (ADDISON TX)
BC
Issued 12/11/2013
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/13/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Wade Oneal is the right advisor for you? Invested Better is here to help.
