Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wade? Claim Your ProfileWade Nolan Giddens is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Peachtree City, GA. Wade Giddens has been in the financial services industry since 1989. Prior to joining Raymond James, Wade Giddens was a financial advisor at Morgan Stanley. Wade Giddens is registered to provide investment advice in Georgia and Texas. Wade Giddens holds Series 7, 9, 10, 24, 63 and 65 licenses. Wade Giddens is also a partner at Reveille Wealth Management LLC and Intelligent Wealth Design, LLC.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
GA
01/21/2021 - Present
Raymond James Financial Services Advisors, Inc. (Peachtree GA)
GA
05/09/2014 - 01/20/2021
MORGAN STANLEY (PEACHTREE CITY GA)
GA
11/14/2008 - 05/19/2014
UBS FINANCIAL SERVICES INC. (ATLANTA GA)
GA
07/25/2000 - 11/17/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PEACHTREE CITY GA)
GA
05/28/1997 - 07/06/2000
LEGACY SECURITIES CORP. (ATLANTA GA)
TN
12/20/1989 - 05/28/1997
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
IA
Issued 02/02/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/29/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/05/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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