Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wade? Claim Your ProfileWade Jeffrey Lewis is a registered representative with Morgan Stanley. Wade has been in the securities industry since May 20, 1986 and has been registered with Morgan Stanley since June 1, 2009. Wade has passed the Series 6, 7, 26, 63 and 65 exams. Wade is also licensed in 28 states. Wade previously worked at CITIGROUP GLOBAL MARKETS INC. from July 1993 until June 2009. Wade is also a Registered Investment Advisor and has been registered with the state of Illinois and Texas.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
IL
04/15/2020 - Present
Morgan Stanley (Chicago IL)
IL
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
NY
07/01/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
PA
01/18/1991 - 12/31/1991
AMERICAN CAPITAL CORPORATION (VALLEY FORGE PA)
NA
06/01/1988 - 01/10/1989
MESA SECURITIES CORPORATION
NA
11/14/1983 - 06/20/1988
FIRST INVESTORS CORPORATION
IA
Issued 08/19/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/1992
Series 7 - General Securities Representative Examination
BC
Issued 11/09/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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