Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Dufrene is an investment advisor representative registered with Newedge Advisors in New Orleans, Louisiana. Chad has been in the financial industry since 2002 and has experience working with a variety of clients including high-net-worth individuals, corporations, and charitable organizations. Chad has a strong understanding of the financial markets and a proven track record of success. Chad is also registered as an investment advisor representative with LPL Financial LLC and GWM Advisors LLC.
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.
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.
1
2
LA
12/07/2018 - Present
Newedge Advisors (New Orleans LA)
LA
07/29/2010 - 11/03/2016
J.P. MORGAN SECURITIES LLC (NEW ORLEANS LA)
LA
03/21/2001 - 03/25/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (NEW ORLEANS LA)
BOTH
Issued 12/23/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/23/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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