Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Aaron Harper is a financial advisor who has been in the industry since 2005. Chad is currently registered with Kestra Investment Services, LLC, and holds Series 6, 7, 63 and 66 licenses. Chad has previously been registered with NYLIFE Securities LLC and AXA Advisors, LLC. Chad has experience working with individual investors and is committed to providing personalized financial advice to meet each client's unique needs.
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.
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.
1
2
PA
07/16/2010 - Present
Kestra Investment Services, LLC (Warrington PA)
PA
03/02/2007 - 06/08/2010
NYLIFE SECURITIES LLC (BEAVER PA)
NY
10/01/2002 - 01/30/2003
AXA ADVISORS, LLC (NEW YORK NY)
NY
07/24/2001 - 09/30/2002
AXA ADVISORS, LLC (NEW YORK NY)
BC
Issued 03/15/2007
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/17/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/23/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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