Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wade? Claim Your ProfileWade Westhoff is an investment advisor representative with Raymond James Financial Services Advisors, Inc. in BEND, OR. Wade has been in the industry since 1996. Wade is registered with the state of Oregon as an investment adviser representative and a broker. Wade holds the Series 6, 7, 9, 10, 63, and 65 licenses and has the Certified Financial Planner designation. In addition to being an investment advisor representative with Raymond James Financial Services Advisors, Inc., Wade is also the owner of Alrohumo, LLC, a company that provides support services to Raymond James. Wade also works as an agent for McQueen Kalligan Insurance Services, inc., providing non-variable life insurance and long term care insurance solutions.
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
OR
01/21/2022 - Present
Raymond James Financial Services Advisors, Inc. (BEND OR)
OR
02/04/2013 - 02/03/2017
SECURIAN FINANCIAL SERVICES, INC. (Bend OR)
CA
04/30/2002 - 02/05/2013
CETERA ADVISOR NETWORKS LLC (DANVILLE CA)
CA
05/02/2001 - 02/28/2002
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
05/31/2000 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
CA
08/15/1996 - 06/02/2000
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
FL
11/28/1995 - 08/30/1996
MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)
IA
Issued 07/07/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/01/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/1997
Series 7 - General Securities Representative Examination
BC
Issued 11/03/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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