Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wade? Claim Your ProfileWade Scott Worrell is an investment advisor representative with Wells Fargo Clearing Services, LLC, working out of the Orlando, FL branch office. Wade has been in the financial industry since May 1992. Wade has worked with Morgan Stanley DW Inc. before joining Wells Fargo Clearing Services, LLC. Wade holds Series 63, 65, 7, 9, 10, 31, and SIE licenses. Wade is registered in 44 states for both broker-dealer and investment advisor services. Wade is also registered in Texas as an investment advisor representative. Wade provides investment consulting services to institutional clients, financial planning services, pension consulting, and selection of other advisors services. Wade's firm, Wells Fargo Clearing Services, LLC, is a large firm with over $10 billion in assets under management and provides advisory services to a variety of client types including individuals, corporations, and pension plans. Wade is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
Investment consulting services to institutional clients
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.
1
2
FL
04/26/2023 - Present
Wells Fargo Clearing Services, LLC (ORLANDO FL)
NY
05/11/1992 - 11/09/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 09/19/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/01/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/24/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 05/07/1992
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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