Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wade? Claim Your ProfileWade Perry is a financial advisor with Stonemark Wealth Management. Wade has over 20 years of experience in the financial services industry. Wade has a wide range of experience in providing financial planning, portfolio management, and consulting services to individuals and businesses. Wade's experience includes working with clients of varying financial needs and assets. Wade is a registered investment advisor in California and Texas.
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.
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.
Consulting services
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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CA
05/14/2020 - Present
Stonemark Wealth Management (PASADENA CA)
CO
04/30/2014 - 08/05/2022
THE LEADERS GROUP, INC. (LITTLETON CO)
CA
02/18/2014 - 04/29/2014
KEY WEST INVESTMENTS, LLC (SAN GABRIEL CA)
CA
05/17/2011 - 01/28/2014
GIRARD SECURITIES, INC. (PASADENA CA)
CA
06/02/2010 - 05/02/2011
SENTINEL SECURITIES, INC. (PASENDA CA)
CA
12/10/2008 - 07/07/2009
SOUTHWEST SECURITIES, INC. (BEVERLY HILLS CA)
CA
06/03/2003 - 01/21/2009
M.L. STERN & CO., LLC. (BEVERLY HILLS CA)
NY
02/19/2003 - 05/28/2003
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
TX
07/03/2002 - 02/13/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MN
10/19/1998 - 06/13/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/19/1998 - 06/13/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
07/21/1998 - 09/25/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MA
09/23/1997 - 06/02/1998
PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)
IA
Issued 07/27/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/15/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1998
Series 7 - General Securities Representative Examination
BC
Issued 09/22/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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