Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wade? Claim Your ProfileWade McMinn is a financial advisor with Cambridge Investment Research Advisors, Inc. Wade has been in the financial industry since 1989. Wade is registered in 23 states and has held previous positions at MML Investors Services, LLC and New England Securities. Wade has a Series 7, Series 63, and SIE license. Wade specializes in providing financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, and portfolio management for businesses and individuals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
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2
TN
05/29/2015 - Present
Cambridge Investment Research Advisors, Inc. (BRENTWOOD TN)
TN
09/14/1995 - 02/03/2011
MML INVESTORS SERVICES, LLC (BRENTWOOD TN)
NY
03/14/1991 - 09/20/1995
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
02/22/1989 - 01/04/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 03/15/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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