Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wade? Claim Your ProfileWade Robert Martin is a financial advisor with RBC Capital Markets, LLC. Wade has been in the securities industry since February 1988 and has a combined 33 years of experience. Wade holds Series 7 and Series 63 licenses, as well as the SIE exam. Wade is registered in 29 states and has experience serving individuals, corporations and businesses, investment companies, insurance companies, charitable organizations, state or municipal government entities, and pooled investment vehicles. Wade is also the owner of a family investment partnership, Arthur Martin Family Associates LP. Prior to joining RBC Capital Markets, Wade worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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
NJ
10/02/2020 - Present
RBC Capital Markets, LLC (PRINCETON NJ)
NJ
08/18/2010 - 10/15/2020
MORGAN STANLEY (LAWRENCEVILLE NJ)
NJ
02/23/1988 - 08/24/2010
UBS FINANCIAL SERVICES INC. (PRINCETON NJ)
BC
Issued 04/06/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
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Cboe Exchange, Inc.
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FINRA
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Investors' Exchange LLC
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Long-Term Stock Exchange, Inc.
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MEMX LLC
M
MIAX PEARL, LLC
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NYSE American LLC
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NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
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Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
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Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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