Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wade? Claim Your ProfileWade Michael Zancan is a financial advisor with Cetera Investment Advisers LLC. Wade has been in the financial industry since September 5, 2002. Wade has a wide range of experience, having worked with Cetera Advisor Networks LLC, Resonant Financial Management, and Sagepoint Financial, Inc.. Wade is licensed to provide investment advice in Alabama, Delaware, Florida, Georgia, Maryland, New York, North Carolina, Pennsylvania, Virginia and West Virginia. Wade holds licenses for Series 66, Series 7, Series 65, and SIE examinations.
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.
1
2
MD
06/29/2023 - Present
Cetera Investment Advisers LLC (COLUMBIA MD)
MD
10/31/2005 - 10/20/2010
SAGEPOINT FINANCIAL, INC. (REISTERSTOWN MD)
AZ
09/05/2002 - 10/31/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
IA
Issued 2/14/2017
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/17/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/4/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Wade Zancan is the right advisor for you? Invested Better is here to help.
