Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wade? Claim Your ProfileWade Gregory Smith is an investment advisor representative with McManus Cooper, based in Edmonds, WA. Wade has been active in the securities industry since 1994. Wade specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Wade holds the Series 7, Series 63, and Series 66 licenses. Wade is also a registered investment advisor representative in Washington.
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.
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.
A percentage of the total value of assets under management is charged.
Solicitor/referral fees
1
2
CA
11/08/2023 - Present
McManus Cooper (IRVINE CA)
WA
11/06/2020 - 10/27/2023
SECURITIES AMERICA, INC. (SEATTLE WA)
WA
02/22/1999 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (SEATTLE WA)
NY
02/01/1994 - 06/10/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/04/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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