Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Bouma is a financial advisor with Cetera Investment Advisers LLC. Chad has been in the financial services industry since 2001 and has a broad range of experience. Chad has held previous positions with Pacific West Securities, Inc., SII Investments, Inc., and Edward Jones. Chad has a strong track record of success in helping clients achieve their financial goals. Chad specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services to individuals and businesses.
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.
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2
WA
03/21/2024 - Present
Cetera Investment Advisers LLC (LYNDEN WA)
WA
03/09/2010 - 02/28/2012
PACIFIC WEST SECURITIES, INC. (BELLINGHAM WA)
WA
06/27/2008 - 03/10/2010
SII INVESTMENTS, INC. (BELLINGHAM WA)
WA
07/17/2001 - 07/01/2008
EDWARD JONES (FERNDALE WA)
BOTH
Issued 10/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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