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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wade? Claim Your ProfileWade Lee Rowdon is a financial advisor with over 20 years of experience in the industry. He currently works with Stonex Advisors Inc., a firm specializing in financial consulting, financial planning, and portfolio management. Wade has worked with a variety of clients including individuals, businesses, and charitable organizations, providing comprehensive financial advice and services tailored to their specific needs. He has a deep understanding of the financial markets and a proven track record of success in helping his clients achieve their financial goals.
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.
Financial consulting services
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.
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2
FL
06/30/2016 - Present
Stonex Advisors Inc. (Ormond Beach FL)
FL
12/03/2012 - 02/10/2015
TRIAD ADVISORS, INC. (LAKE MARY FL)
FL
01/03/2011 - 11/28/2012
MOORS & CABOT, INC. (WINTER PARK FL)
FL
07/01/2005 - 01/05/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DELAND FL)
NY
05/28/1999 - 07/14/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 07/01/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 05/27/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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