Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad C. Jensen is a financial advisor with over 18 years of experience in the financial services industry. Chad currently works as a Registered Representative for Western Wealth Management LLC. Chad specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals. Chad also provides selection of other advisors and has experience in providing investment advisory services. Chad is registered with the Securities and Exchange Commission (SEC) and is a licensed broker-dealer.
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.
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2
UT
11/25/2019 - Present
Western Wealth Management LLC (Saint George UT)
UT
11/29/2007 - 06/05/2008
BENEFICIAL INVESTMENT SERVICES, INC. (ST. GEORGE UT)
CA
10/15/2004 - 10/02/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (INDIAN WELLS CA)
BOTH
Issued 11/18/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 10/14/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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