Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Wilkinson is an investment advisor representative registered with Commonwealth Financial Network. Chad has been in the securities industry since March 30, 1998. Chad is a licensed representative in Florida, New York, Tennessee, Virginia, and Wisconsin. Chad Wilkinson is also registered as an Investment Advisor Representative in New York. Chad Wilkinson has been with Commonwealth Financial Network since September 22, 2023. Prior to that, Chad Wilkinson was registered with KESTRA INVESTMENT SERVICES, LLC from August 14, 2014, to September 22, 2023.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
09/22/2023 - Present
Commonwealth Financial Network (Parish NY)
NY
08/14/2014 - 09/22/2023
KESTRA INVESTMENT SERVICES, LLC (Williamsville NY)
NY
11/01/2011 - 08/20/2014
FINANCIAL TELESIS INC (BUFFALO NY)
NY
04/21/2011 - 10/28/2011
ROYAL ALLIANCE ASSOCIATES, INC. (FAIRPORT NY)
NY
07/27/2009 - 04/18/2011
CADARET, GRANT & CO., INC. (VESTAL NY)
NY
02/15/2001 - 07/29/2009
ING FINANCIAL ADVISERS, LLC (SYRACUSE NY)
OH
05/14/1999 - 02/15/2001
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
03/26/1998 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
BOTH
Issued 06/11/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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