Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Meisner is a financial advisor at Ameriprise Financial Services, LLC, serving clients in ATLANTA, GA and surrounding areas. Chad has over 27 years of experience in the financial services industry and holds the Series 7, Series 63, and Series 66 licenses as well as the SIE exam. Chad is a Certified Financial Planner™. Chad has a long history of working with a variety of clients including individuals, high-net-worth individuals, trusts, estates, corporations, and pension and profit-sharing plans.
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.
Asset allocation services
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
GA
04/29/2009 - Present
Ameriprise Financial Services, LLC (ATLANTA GA)
GA
06/16/2009 - 08/30/2011
SECURITIES AMERICA, INC. (SANDY SPRINGS GA)
GA
01/14/2005 - 05/14/2009
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
MO
01/29/1996 - 01/19/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
11/02/1995 - 02/09/1996
SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 09/15/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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