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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad McDonnell is a financial advisor with Corient, located in Denver, Colorado. Chad is a CERTIFIED FINANCIAL PLANNER™ professional. Chad's registration status is active in Colorado and Texas. Chad has been in the securities industry since April 1998. Corient is a registered investment advisor with the Securities and Exchange Commission (SEC) and has offices in Miami, Florida and Denver, Colorado. Corient offers financial planning, portfolio management, and other investment advisory services to individuals, corporations, and institutions.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
CO
12/13/2024 - Present
Corient (Denver CO)
CO
05/03/2010 - 05/03/2019
ALPS DISTRIBUTORS, INC. (Denver CO)
CO
04/30/1998 - 05/22/2008
CHARLES SCHWAB & CO., INC. (DENVER CO)
BOTH
Issued 12/23/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/09/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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