Stephanie
Wade
The Ameriflex Group
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About this Advisor
Stephanie Wade is a financial advisor based in Haddon Heights, New Jersey, working with The Ameriflex Group. Stephanie has previously held positions at Princor Financial Services Corp, Straub, Stepanski, Catillo & Associates, Financial Advisors Of Delaware Valley, Principal Securities Inc, The Straub Group Advantage, The Ameriflex Group, Inc, Osaic Wealth, Inc, Sagepoint Financial, Inc, and Principal Life Insurance. Stephanie has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey, Pennsylvania, and Texas. Currently, Stephanie is part of The Ameriflex Group, which operates out of Haddon Heights, New Jersey. The firm has 81 offices and 149 employees. The firm manages assets totaling $6.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at The Ameriflex Group includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Ameriflex Group Brokerage Details
$6,522,387,220
149
16,327
$399,485
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Stephanie Wade Work History
Osaic Wealth, Inc
The Straub Group Advantage
The Ameriflex Group, Inc
Sagepoint Financial, Inc
Principal Life Insurance
Principal Securities Inc
Financial Advisors Of Delaware Valley
Straub, Stepanski, Catillo & Associates
Princor Financial Services Corp
Disclosures
Please visit the SEC profile of Stephanie Wade to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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