Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wade? Claim Your ProfileWade Schmidt is a financial professional with over 13 years of experience in the financial services industry. Wade has held several roles at various firms including Edward Jones, T. Rowe Price Investment Services, Inc., LPL FINANCIAL LLC, and Oneamerica Securities, Inc. Wade is currently registered with Oneamerica Securities, Inc. to offer securities and investment advisory services.
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
NC
06/09/2022 - Present
Oneamerica Securities, Inc. (Matthews NC)
NC
02/25/2019 - 05/25/2022
LPL FINANCIAL LLC (CHARLOTTE NC)
NC
08/06/2018 - 02/05/2019
EDWARD JONES (MATTHEWS NC)
CO
09/05/2008 - 02/13/2018
T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)
BOTH
Issued 08/28/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/01/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2012
Series 7 - General Securities Representative Examination
BC
Issued 09/04/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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