Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wade? Claim Your ProfileWade Grimes is a financial advisor in Fort Worth, TX. Wade is a registered representative and investment advisor representative with Cetera Investment Advisers LLC. Wade has been in the financial services industry since 2005. Wade holds Series 6, 7, 63, and 65 licenses. Wade has experience providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions. Wade is committed to providing personalized financial advice to help 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.
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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TX
06/19/2019 - Present
Cetera Investment Advisers LLC (FT WORTH TX)
TX
11/03/2005 - 06/25/2019
FORESTERS FINANCIAL SERVICES, INC. (FORT WORTH TX)
IA
Issued 3/10/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/3/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/9/2012
Series 7 - General Securities Representative Examination
BC
Issued 10/13/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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