Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wade? Claim Your ProfileWade Samuel Montgomery is a financial advisor based in Zionsville, Indiana. Wade is registered with Clarendon Insurance Agency, Inc. and has been in the industry since February 16, 2016. Wade holds a Series 7, Series 26 and Series 63 licenses and is registered with the state of Indiana.
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.
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.
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2
IN
08/02/2017 - Present
Clarendon Insurance Agency, Inc. (Zionsville IN)
IN
04/08/2014 - 09/21/2015
CHARLES SCHWAB & CO., INC. (INDIANAPOLIS IN)
BC
Issued 04/24/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/18/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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