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Candace Gayle Chavez

Cetera Investment Services LLC

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About Candace Gayle Chavez

Candace Chavez is a financial advisor with Cetera Investment Services LLC. Candace has been in the financial industry since 2021. She holds the Series 63, Series 6TO, and SIE licenses and is registered with the state of Texas. Candace is located in Wimberley, Texas, and can help individuals with their financial planning needs.

Firm Information

Candace Chavez is currently registered with Cetera Investment Services LLC. Cetera Investment Services LLC is a Limited Liability Company formed on November 30, 2012, and approved to operate in 53 states and the District of Columbia. The firm has 1 approved SEC registration and 53 approved state registrations. Cetera Investment Services LLC has a history of regulatory events (11 reported) and arbitration disclosures (3 reported).

Not reported

Assets Under Management

Not reported

Total Clients

372

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Candace Chavez’s Registration & Firm History

TX

03/01/2021 - Present

Cetera Investment Services LLC (WIMBERLY TX)

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Licenses & Designations

BC

Issued 05/07/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/27/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 12/12/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Candace Gayle Chavez.
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