Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Jaffee is a financial professional with over a decade of experience in the industry. Chad is currently registered with Corient and is licensed in both New York and Texas. Chad has held several positions at various firms including M Holdings Securities, Inc., MML Investor Services, LLC, and Kore Private Wealth, LLC. Chad specializes in financial planning, portfolio management, and pension consulting. Chad is a Certified Financial Planner. Chad is actively involved in providing financial advice to a wide range of clients including high-net-worth individuals, corporations, charitable organizations, and pension plans.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
NY
12/12/2022 - Present
Corient (New York NY)
NY
06/28/2016 - 05/03/2018
MML INVESTORS SERVICES, LLC (NEW YORK NY)
PA
06/28/2013 - 04/26/2016
M HOLDINGS SECURITIES, INC. (KING OF PRUSSIA PA)
PA
11/03/2010 - 06/28/2013
VFIC SECURITIES, INC. (KING OF PRUSSIA PA)
BC
Issued 12/09/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2015
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/02/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Chad Jaffee is the right advisor for you? Invested Better is here to help.
