James Wade

About James Wade

I teach my clients financial literacy, Generational Wealth Principles, and help them avoid making costly mistakes in insurance, investments, and mortgages.

Experience

1. Financial Services Professional - Licensed Registered Representative

   Pfs Investments

   Mar 2020 — Present

   Securities Licensed Series 6 & 63 Life Licensed Financial Services Professional: Az, Fla, Ga, Ill, La, Mi, Ms, Tn, Tx. Licensed to purchase or sell certain types of mutual funds, variable life insurance, municipal fund securities, variable annuities, and unit investment trusts.**Specialties: Explaining Income Protection Instruments, Presentations/Training, Acquiring and Developing Project Teams, QA Measures, and Customer Service. I really enjoy creating estates for people and helping them institute the principles of building generational wealth by teaching proper use of retirement principles and how insurance works when utilized properly. This enables families to maximize their money’s effectiveness so that informed decisions about taking control of finances can be made. I help them- Earn more income (and keep a higher percentage of what they earn)- Properly Protect their income through life insurance vehicles- Become Debt Free and Financially Independent with debt reduction products and select investment products.