Unclaimed
Abraham Chidalek is a financial advisor with Avantax Advisory Services. Abraham is a Registered Representative and Investment Advisor Representative, and has been in the financial services industry since 2006. He holds the Series 66, Series 7 and Series 24 licenses. Abraham is registered to provide investment advisory services in Alabama, Arizona, California, Florida, Georgia, Illinois, Indiana, Iowa, Massachusetts, Michigan, Ohio, Tennessee, Texas, Virginia, Washington and Wisconsin. Abraham offers a variety of financial services, including financial planning, portfolio management and pension consulting. He is dedicated to helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Solicitor referral services to third-party investment managers; participant enrollment meetings
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
IL
10/25/2019 - Present
Avantax Advisory Services (Elgin IL)
IL
09/25/2007 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (ELK GROVE VILLAGE IL)
TX
07/26/2006 - 01/03/2007
AXA ADVISORS, LLC (DALLAS TX)
BOTH
Issued 07/01/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/04/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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