Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Alexander Perkins is a financial professional with over 2 years of experience in the securities industry. Chad Alexander Perkins is currently registered with Fidelity Personal AND Workplace Advisors and holds Series 7, 9, 10, 63, and 66 securities licenses. Chad Alexander Perkins has a background in education and manufacturing. Chad Alexander Perkins is a specialist in providing financial services to individuals, high-net-worth individuals, pension and profit-sharing plans, and corporations or other businesses. Chad Alexander Perkins can provide you with financial planning, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
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.
1
2
NH
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (CONCORD NH)
BOTH
Issued 03/28/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/21/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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