Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad David Groseclose is a financial advisor registered with Schwab Wealth Advisory, Inc. Chad has been in the industry for 10 years, previously working at USAA FINANCIAL ADVISORS, INC. and EDWARD JONES. Chad has a Series 7 and Series 66 license. Chad's specializations include providing financial planning, portfolio management for businesses, and portfolio management for individuals.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
CA
08/07/2024 - Present
Schwab Wealth Advisory, Inc. (SAN FRANCISCO CA)
FL
12/09/2013 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (Tampa FL)
FL
04/25/2013 - 10/22/2013
EDWARD JONES (SANFORD FL)
BOTH
Issued 05/17/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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