Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Elsaesser is a financial professional with over 16 years of experience in the industry. Chad is currently registered with Fidelity Brokerage Services LLC and is based in Westlake, TX. Chad has held previous positions with NATIONAL FINANCIAL SERVICES LLC and Fidelity Brokerage Services LLC in Westlake, TX. Chad has passed the Series 63, Series 7, SIE, and Series 99TO exams.
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.
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.
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TX
01/10/2022 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
TX
03/12/2010 - 12/14/2021
NATIONAL FINANCIAL SERVICES LLC (WESTLAKE TX)
TX
03/31/2006 - 02/17/2010
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BC
Issued 04/06/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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