Wade Skalsky, financial advisor Valencia CA
70 score

Wade Skalsky

CRD Number: 6030003
Current Firm: Primerica Advisors

Wade Skalsky (CRD# 6030003) is an Investment Advisor Representative working at Primerica Advisors in Valencia, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Westwood College Anaheim, CA Nov 2013 - Current 3
Pfs Investments Inc. Valencia, CA Apr 2012 - Current 4
Law Offices Of Wade J Skalsky Velencia, CA Jan 2011 - Current 5
Primerica Financial Services Valencia, CA Nov 2008 - Current 8
Liberty Bell Law Group Burbank, CA Oct 2008 - Jan 2011 2
Law Offices Of Wade J Skalsky Los Angeles, CA Sep 2005 - Oct 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2012
S65 NASAA Investment Advisors Law Examination Jun 2012
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Wade J. Skalsky
Phone Number: 800-544-5445
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
70

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