Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wade? Claim Your ProfileWade Scroggins is a financial advisor with Osaic Wealth, Inc. Wade has been in the financial industry since 2002. Wade specializes in providing financial planning, portfolio management, and pension consulting services to a wide range of clients, including individuals, corporations, and charitable organizations.
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.
A percentage of the total value of assets under management is charged.
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2
TX
10/30/2020 - Present
Osaic Wealth, Inc. (SAN ANTONIO TX)
TX
05/31/2008 - 08/30/2013
CAPITAL ONE INVESTMENT SERVICES LLC (HOUSTON TX)
LA
05/07/2008 - 05/31/2008
CAPITAL ONE INVESTMENTS, LLC (NEW ORLEANS LA)
TX
01/29/2003 - 09/25/2006
COMPASS BROKERAGE, INC. (SAN ANTONIO TX)
IL
09/13/2002 - 12/18/2002
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MA
04/23/2002 - 09/06/2002
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
AL
10/30/2001 - 03/25/2002
COMPASS BROKERAGE, INC. (BIRMINGHAM AL)
MN
07/30/2001 - 10/15/2001
GUARANTY BROKERAGE SERVICES, INC. (ST. CLOUD MN)
VA
09/19/1997 - 07/30/2001
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
BC
Issued 10/30/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/06/2020
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2002
Series 7 - General Securities Representative Examination
BC
Issued 09/18/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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