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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Benton MacAllister is a financial advisor with over 19 years of experience in the financial services industry. Chad is currently registered with Morgan Stanley, a leading financial services firm, and holds a Series 66, Series 7, Series 31 and SIE license. Chad has a strong background in providing financial advice and investment management services to a wide range of clients, including high-net-worth individuals, families, and businesses. Before joining Morgan Stanley, Chad worked at UBS Financial Services Inc. for over five years. Chad is committed to providing his clients with personalized financial advice and investment strategies that are tailored to their unique needs and 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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
CA
02/12/2014 - Present
Morgan Stanley (Los Angeles CA)
CA
03/08/2004 - 08/26/2009
UBS FINANCIAL SERVICES INC. (LOS ANGELES CA)
BOTH
Issued 04/05/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 03/04/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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