stephanie wade

stephanie wade

financial advisor and employee benefit

About

I believe that an unparalleled level of service is the key to successfully maintaining long term client relationships. Since 1993, I have built a solid reputation of loyalty, integrity, and trust with my clients. My mission is clear; to give my clients competitive and innovative solutions to their benefit and pension needs. To accomplish this, I bring each client through a process involving in-depth analysis, careful planning, and the appropriate solutions and recommendations tailored to meet each company’s unique situation. t15041500el Insurance products issued by Principal National Life Insurance Co. (except in NY), Principal Life Insurance Co., Securities and advisory products and services offered through Principal Securities, Inc., 800-247-1737, member SIPC. Principal National, Principal Life, and Principal Securities, Inc. are members of the Principal Financial Group, Des Moines, IA 50392. Stephanie B. Wade, Principal National and Principal Life Financial Representative, Principal Securities Registered Representative, Financial Advisor.

Country

united states

City

philadelphia

Industry

financial services

Skill

affordable care act, business valuation, college savings plans, medicare supplements, health insurance, fixed annuities, retirement, 401k, retirement planning, strategic planning, disability insurance, insurance, defined benefit, employee benefits, life insurance, mutual funds, succession planning, simple ira

Experience

financial advisor and employee benefit

signature financial partners, llc a member of john hancock financial network

registered representative

signature financial partners, llc a member of john hancock financial network

1994-1 - 2002-1 · 8 yrs 1 mo
bala financial group inc

insurance agent and registered representative

bala financial group inc

1993-1 - 1994-10 · 1 yr 10 mos
financial advisors of delaware valley

financial advisor and employee benefit specialist

financial advisors of delaware valley

2002-11 - Present · 23 yrs 11 mos

Education

widener university

widener university

business management

1988-1 - 1992-1 · 4 yrs 1 mo

stephanie wade's Contact Information

Email

******@***.com

Phone

(**) *** ****

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