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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 Poires is an investment advisor representative with Equitable Advisors, LLC and has been working in the financial services industry since March 10, 2013. Chad has a broad range of experience working with a number of firms including LPL Financial LLC, CUNA Brokerage Services, Inc., CUSO Financial Services, L.P., Santander Securities LLC and Citizens Securities, Inc. Chad specializes in providing financial planning, educational seminars and portfolio management services to individuals and businesses. Chad is registered with the state of North Carolina to provide both investment advisory and brokerage services.
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.
1
2
MA
11/21/2022 - Present
Equitable Advisors, LLC (Waltham MA)
MA
05/18/2022 - 08/30/2022
LPL FINANCIAL LLC (RANDOLPH MA)
MA
03/01/2022 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (RANDOLPH MA)
MA
06/15/2021 - 07/02/2021
CUSO FINANCIAL SERVICES, L.P. (Quincy MA)
MA
08/21/2019 - 12/07/2020
SANTANDER SECURITIES LLC (Wellesley MA)
MA
12/10/2014 - 07/03/2019
CITIZENS SECURITIES, INC. (DEDHAM MA)
MA
02/13/2014 - 08/19/2014
CCO INVESTMENT SERVICES CORP. (NEWTON MA)
MA
04/19/2012 - 07/26/2013
LPL FINANCIAL LLC (WESTFIELD MA)
MA
11/19/2007 - 04/28/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 06/05/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/03/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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