Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Leigh has been in the financial industry since 1995. He has a variety of experience, working with companies such as Princor Financial Services Corporation, MML Investors Services, Inc., KESTRA INVESTMENT SERVICES, LLC, and SAGEPOINT FINANCIAL, INC. Currently, Chad is an Investment Advisor Representative with The Ameriflex Group. Chad has experience working with individuals, corporations, charitable organizations, and pension and profit-sharing plans. He is licensed in numerous states and specializes in financial planning, pension consulting, educational seminars, and portfolio management.
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.
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
CO
11/04/2022 - Present
THE Ameriflex Group (Englewood CO)
CO
11/04/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (CENTENNIAL CO)
CO
12/01/2004 - 11/09/2022
KESTRA INVESTMENT SERVICES, LLC (CENTENNIAL CO)
IA
09/28/2001 - 12/07/2004
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
MA
07/26/1999 - 09/22/2001
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
09/12/1995 - 07/23/1999
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
OH
07/18/1995 - 08/28/1995
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
BC
Issued 09/07/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/05/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2013
Series 7 - General Securities Representative Examination
BC
Issued 07/17/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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