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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 Adams is a financial advisor with Commonwealth Financial Network, a firm that specializes in offering financial planning, pension consulting, and educational seminars. Chad has a long history in the financial services industry, beginning in 2010. Chad has been registered with the state of Ohio for over 10 years and holds several licenses and certifications, including Series 7, 6, 63, and 65 licenses. This allows Chad to provide a range of financial services, including investment advisory services to a variety of clients, including high-net-worth individuals, corporations, and pension plans. Chad is experienced in providing investment advice and financial planning to individuals and businesses in the Ohio area. He is a dedicated professional who works to ensure his clients' financial well-being and future security.
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.
1
2
OH
10/29/2024 - Present
Commonwealth Financial Network (Marion OH)
OH
02/04/2016 - 08/12/2022
J.P. MORGAN SECURITIES LLC (MARION OH)
OH
09/29/2014 - 12/23/2015
PNC INVESTMENTS (MARYSVILLE OH)
OH
10/01/2012 - 12/31/2013
J.P. MORGAN SECURITIES LLC (MARION OH)
OH
07/09/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MARION OH)
IA
Issued 11/14/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2015
Series 7 - General Securities Representative Examination
BC
Issued 07/07/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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