Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Huson is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Chad has been in the industry since 2001 and has experience with both retail and institutional clients. Chad is registered in 12 states and holds the Series 7, Series 63, and Series 65 licenses, as well as the SIE exam. Chad offers a variety of investment services, including financial planning, portfolio management, and investment consulting. Chad is committed to providing personalized service to each client and helping them achieve their financial goals.
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.
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.
Investment consulting services to institutional clients
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
MN
01/23/2023 - Present
Wells Fargo Advisors Financial Network, LLC (WILLMAR MN)
MN
12/06/2013 - 01/23/2023
WELLS FARGO CLEARING SERVICES, LLC (BLOOMINGTON MN)
MN
02/27/2001 - 12/09/2013
EDWARD JONES (BLOOMINGTON MN)
IA
Issued 02/03/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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