Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Driewer is a financial advisor with over 20 years of experience in the financial services industry. Chad is currently registered with Wells Fargo Advisors Financial Network, LLC and has been active in the investment industry since 1997. Chad has held several positions in the financial industry, including a position with A. G. Edwards & Sons, Inc. and Edward Jones. Chad specializes in investment consulting services to institutional clients, as well as financial planning, pension consulting, and selection of other advisors.
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.
Investment consulting services to institutional clients
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.
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2
WY
07/06/2018 - Present
Wells Fargo Advisors Financial Network, LLC (JACKSON HOLE WY)
WY
01/01/2008 - 07/06/2018
WELLS FARGO CLEARING SERVICES, LLC (JACKSON HOLE WY)
WY
02/13/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (JACKSON HOLE WY)
MO
10/10/2000 - 01/02/2001
EDWARD JONES (ST. LOUIS MO)
NE
12/17/1996 - 08/03/2000
SMITH HAYES FINANCIAL SERVICES CORPORATION (LINCOLN NE)
BOTH
Issued 06/28/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/13/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/27/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 12/16/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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