Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Safier is a registered representative with Oxford Wealth Group, LLC. Chad is a licensed financial professional with experience in the financial services industry. Chad has been with Oxford Wealth Group since 2024. Previously, Chad was with LPL Financial LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and BNY Mellon. Chad is also a registered representative in Florida.
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.
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.
1
2
FL
01/01/2025 - Present
Oxford Wealth Group, LLC (ORLANDO FL)
Active
Inactive
Not sure Chad Safier is the right advisor for you? Invested Better is here to help.
