Unclaimed
Wade Maglenn Meadows is a financial advisor in Charlotte, NC. He is registered with PNC Capital Advisors LLC and PNC FUNDS DISTRIBUTOR, LLC. Wade has been a registered representative and investment advisor representative since 1997 and has passed the Series 6, 7, 24, 53, 63 and 66 exams. Wade also holds the Certified Financial Planner and Chartered Financial Consultant designations. In addition to his role as a financial advisor, Wade also serves as the Secretary/Assistant Secretary for the Dilworth at Oriole HOA.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Proprietary investment analysis 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
NC
04/18/2022 - Present
PNC Capital Advisors LLC (CHARLOTTE NC)
NC
03/20/2012 - 12/31/2019
PNC FUNDS DISTRIBUTOR, LLC (CHARLOTTE NC)
MD
03/31/2010 - 11/07/2011
WELLS FARGO ADVISORS, LLC (BALTIMORE MD)
MD
06/16/2008 - 12/31/2009
BROWN ADVISORY SECURITIES, LLC (BALTIMORE MD)
MD
05/29/2007 - 06/27/2008
CITIGROUP GLOBAL MARKETS INC. (BALTIMORE MD)
MD
12/20/2005 - 05/29/2007
CITICORP INVESTMENT SERVICES (BALTIMORE MD)
MA
09/18/2001 - 12/02/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
MA
05/01/1990 - 09/08/1995
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 12/16/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2012
Series 24 - General Securities Principal Examination
BC
Issued 07/30/2003
Series 4 - Registered Options Principal Examination
BC
Issued 04/30/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/30/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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