Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Anthony Lojewski is a financial advisor with Stifel, Nicolaus & Company, Inc. with over 27 years of experience in the financial services industry. Chad has a Series 7, Series 63 and Series 65 licenses. Chad is registered to provide investment advice in Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Iowa, Louisiana, Maryland, Massachusetts, Michigan, Missouri, Nevada, New Jersey, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, Texas, Vermont, and Virginia. Chad also has a branch office located in Wilkes-Barre, PA and Sunset Beach, NC. Chad has experience working with a variety of clients including individuals, high-net-worth individuals, corporations, and charitable organizations. Chad offers a variety of financial services, including financial planning, portfolio management, and pension consulting.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
PA
09/25/2009 - Present
Stifel, Nicolaus & Company, Inc. (WILKES-BARRE PA)
PA
06/04/2008 - 09/25/2009
UBS FINANCIAL SERVICES INC. (PLAINS PA)
PA
07/01/2003 - 06/10/2008
WACHOVIA SECURITIES, LLC (PLAINS PA)
NY
01/23/1996 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 02/23/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/12/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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