Unclaimed
Wade L Harvey is a financial professional with over 18 years of experience in the financial services industry. He is currently registered with MML Strategic Distributors, LLC and MML Investors Services, LLC, and previously held registrations with MetLife Investors Distribution Company, Sun Life Financial Distributors, Inc., Lincoln Financial Advisors Corporation, and The Lincoln National Life Insurance Company. Wade has a strong background in investment products and services, and he holds the Series 6 and SIE 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.
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.
1
2
MA
07/14/2021 - Present
MML Strategic Distributors, LLC (SPRINGFIELD MA)
CT
05/07/2013 - 01/28/2014
METLIFE INVESTORS DISTRIBUTION COMPANY (BLOOMFIELD CT)
MA
08/15/2007 - 03/17/2010
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
IN
12/14/1999 - 06/05/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
12/14/1999 - 06/05/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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