Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wade? Claim Your ProfileWade Roberts is a financial advisor with over 27 years of experience. Wade is currently registered with Osaic Advisory Services, LLC in Alabama, Florida, Georgia, Illinois, Kentucky, Maine, Missouri, New Jersey, North Carolina, and South Carolina. Prior to joining Osaic Advisory Services, LLC Wade was a registered representative with Triad Advisors LLC, Wells Fargo Clearing Services, LLC, Wells Fargo Advisors, LLC, BB&T Investment Services, Inc., J.J.B. Hilliard, W.L. Lyons, Inc., UBS Paine Webber Inc., and J.C. Bradford & Co.
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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GA
08/05/2021 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
GA
07/30/2021 - 08/23/2024
TRIAD ADVISORS LLC (Kennesaw GA)
GA
08/19/2016 - 08/05/2021
WELLS FARGO CLEARING SERVICES, LLC (WOODSTOCK GA)
GA
06/19/2009 - 08/22/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALPHARETTA GA)
GA
08/20/2003 - 06/23/2009
WELLS FARGO ADVISORS, LLC (WOODSTOCK GA)
NC
05/02/2001 - 08/01/2003
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
KY
03/12/2001 - 04/16/2001
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
NJ
08/14/2000 - 04/02/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
06/09/1999 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
CO
03/29/1996 - 06/17/1999
AMERICAN FRONTEER FINANCIAL CORPORATION (DENVER CO)
NY
11/01/1995 - 03/01/1996
VTR CAPITAL, INC. (NEW YORK NY)
BOTH
Issued 12/17/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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