Unclaimed
Wade Krempel is a Registered Representative of Synovus Securities, Inc. Wade has been in the industry since March 2008. Wade is licensed in Florida, Indiana, Michigan and Ohio. The firm's main office is located in Columbus, GA. Wade is able to offer financial planning and portfolio management services to individuals and businesses. The firm provides portfolio management for pooled investment vehicles, and pension consulting.
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.
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.
Tax related services, administrative 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
06/14/2019 - Present
Synovus Securities, Inc. (NAPLES FL)
FL
05/31/2013 - 06/19/2019
SUNTRUST INVESTMENT SERVICES, INC. (NAPLES FL)
FL
12/16/2008 - 06/07/2013
FIFTH THIRD SECURITIES, INC. (NAPLES FL)
FL
09/23/2008 - 09/26/2008
AMERIPRISE FINANCIAL SERVICES, INC. (FORT MYERS FL)
FL
10/26/2007 - 07/31/2008
EDWARD JONES (NAPLES FL)
BOTH
Issued 03/03/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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