Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Ashton Kasper is a financial advisor based in FEDERAL WAY, WA, and is associated with Edelman Financial Engines. Chad has been in the industry since 2006. Chad has passed the Series 63, 65, 7 and 26 exams. Chad currently holds active investment advisor registrations in Texas and Washington. Chad has previously been registered with a number of firms, including Prudential Investment Management Services LLC, E*TRADE Securities LLC, Stancorp Equities, Inc., and Russell Fund Distributors, Inc., Part of Russell Investments. Chad is a Registered Representative for Edelman Financial Engines. Edelman Financial Engines provides a variety of financial services, including 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.
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.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
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2
WA
11/30/2016 - Present
Edelman Financial Engines (FEDERAL WAY WA)
CA
01/27/2010 - 10/05/2016
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (SAN FRANCISCO CA)
WA
01/09/2009 - 01/29/2010
E*TRADE SECURITIES LLC (SEATTLE WA)
WA
01/07/2008 - 10/20/2008
STANCORP EQUITIES, INC. (BELLEVUE WA)
WA
11/22/2006 - 12/21/2007
RUSSELL FUND DISTRIBUTORS, INC., PART OF RUSSELL INVESTMENTS (TACOMA WA)
IA
Issued 04/10/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/08/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/05/2016
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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