Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Wade? Claim Your ProfileWade Friedel is an investment advisor representative with Cetera Investment Advisers LLC. Wade has been in the industry since March 2016 and has a Series 7, Series 66, and SIE licenses. Wade has worked with clients in various states, including Arizona, District of Columbia, Florida, Illinois, Maine, Maryland, New Hampshire, New Jersey, New York, North Carolina, Oregon, Texas, Virginia, and Washington. Wade specializes in financial planning, pension consulting, educational seminars, and portfolio management. Wade also works with clients to select other advisors and provides portfolio management services to individuals and businesses.
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.
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2
MD
08/10/2023 - Present
Cetera Investment Advisers LLC (ROCKVILLE MD)
MD
03/17/2016 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (ROCKVILLE MD)
BOTH
Issued 4/20/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/17/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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