Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Akselrad is a financial advisor with Cambridge Investment Research Advisors, Inc., located in Newtown, PA. Chad has over 10 years of experience in the financial services industry. Chad has been registered with FINRA since 2014. Chad is a Series 6, 7, 63 and 66 licensed professional. Chad's previous experience includes working as a financial advisor at Merrill Lynch, Charles Schwab & Co., Inc., Citizens Securities, Inc., Wells Fargo Clearing Services, LLC, HSBC Securities (USA) Inc. and PNC Investments. Chad provides financial advice to individuals, families, and businesses. Chad specializes in financial planning, portfolio management, retirement planning, and estate planning.
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.
Solicitation fees from 3rd party money managers
1
2
PA
10/30/2023 - Present
Cambridge Investment Research Advisors, Inc. (Newtown PA)
PA
05/16/2023 - 10/20/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DOYLESTOWN PA)
PA
10/24/2022 - 05/08/2023
CHARLES SCHWAB & CO., INC. (Horsham PA)
PA
03/24/2021 - 04/19/2021
CITIZENS SECURITIES, INC. (Fort Washington PA)
PA
11/01/2019 - 02/16/2021
WELLS FARGO CLEARING SERVICES, LLC (YARDLEY PA)
PA
04/04/2018 - 08/14/2019
HSBC SECURITIES (USA) INC. (PHILADELPHIA PA)
NJ
01/09/2017 - 03/19/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
NJ
06/07/2016 - 01/04/2017
PNC INVESTMENTS (EAST WINDSOR NJ)
PA
02/04/2014 - 04/28/2016
NYLIFE SECURITIES LLC (BALA CYNWYD PA)
BOTH
Issued 12/11/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2017
Series 7 - General Securities Representative Examination
BC
Issued 02/04/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Chad Akselrad is the right advisor for you? Invested Better is here to help.
