Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Andrews is a financial advisor with over 20 years of experience in the industry. Chad has worked with Raymond James Financial Services Advisors, Inc. since 2009. Chad has a strong background in financial planning, portfolio management, and investment management. Chad holds a Series 7, 9, 10, 31, 63, and 66 licenses. Chad specializes in working with individuals, families, and businesses, and has experience providing financial planning services, retirement planning, investment management, and college savings planning. Chad is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial 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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
IA
08/08/2016 - Present
Raymond James Financial Services Advisors, Inc. (CORALVILLE IA)
IA
10/13/1999 - 06/27/2007
EDWARD JONES (IOWA CITY IA)
BOTH
Issued 01/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/20/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 10/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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