Stephanie Wade (CRD# 2414567) is an Investment Advisor Representative working at The Ameriflex Group in Haddon Heights, NJ and has over 30 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Osaic Wealth, Inc. | Haddon Heights, NJ | Sep 2023 - Current | < 1 |
The Ameriflex Group, Inc. | Haddon Heights, NJ | Feb 2022 - Current | 2 |
Sagepoint Financial, Inc. | Haddon Heights, NJ | Feb 2022 - Current | 2 |
The Straub Group Advantage | Marlton, NJ | Jan 2022 - Current | 2 |
Principal Life Insurance | Marlton, NJ | Apr 2017 - Feb 2022 | 4 |
Principal Securities Inc. | Marlton, NJ | Mar 2016 - Feb 2022 | 5 |
Financial Advisors Of Delaware Valley | Marlton, NJ | May 2013 - Jan 2022 | 8 |
Straub, Stepanski, Catillo & Associates | Marlton, NJ | Jun 2008 - Aug 2016 | 8 |
Princor Financial Services Corp | Marlton, NJ | Nov 2002 - Mar 2016 | 13 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 1993 |
S65 | NASAA Investment Advisors Law Examination | Jun 2009 |
- NJ
- PA
- TX
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Total Assets Under Management6,522MILLIONS
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Total Number of Accounts16,327ACCOUNTS
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Average Account Value$399,485
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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