Stephanie Wade is a registered investment advisor, based in Haddon Heights, NJ, with 32 years of industry experience.
Location
711 Station Ave., Haddon Heights, NJ, 08035
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Stephanie brokers group health and dental insurance, owns rental property, and is an agent for life, disability, and annuity insurance. She also works as an investment advisor for The Ameriflex Group, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
The Ameriflex Group
Previous Registrations
Osaic Wealth, INC.Broker
Sagepoint Financial, INC.Broker
Principal Securities, INC.
Principal Securities, INC.Broker
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations11 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.