Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Allen Stafko is an investment advisor representative with Associated Investment Services, Inc. Chad has been working in the financial services industry since August 2012. Chad is registered with FINRA and is also registered as an Investment Advisor Representative in Florida, Illinois, Louisiana, Missouri and Wisconsin. Chad is a Certified Financial Planner™ and offers a variety of financial services including financial planning, portfolio management for individuals and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Mutual fund wrap
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.
A percentage of the total value of assets under management is charged.
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IL
08/23/2024 - Present
Associated Investment Services, Inc. (FAIRVIEW HEIGHTS IL)
BC
Issued 05/03/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/24/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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