Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Williams is a financial advisor with over 2 years of experience in the industry. Chad is registered with Fidelity Brokerage Services LLC and is licensed in Texas. Chad holds the Series 63, 7TO, 9, 10, and SIE licenses. Chad's primary areas of expertise include securities and investment advisory services. Chad is committed to providing clients with personalized financial advice and guidance to help them reach their financial goals.
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
01/31/2022 - Present
Fidelity Brokerage Services LLC (ANNA TX)
BC
Issued 02/08/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/04/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/31/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/20/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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