Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Greenway is a registered investment advisor representative associated with TIAA-CREF Individual & Institutional Services, LLC. Chad is located in Omaha, Nebraska, and has been in the financial services industry for over 10 years. The advisor is currently registered with the state of Nebraska and is licensed in Colorado, Iowa, Kansas, Missouri, Nebraska and South Dakota. Chad has experience at TD Ameritrade, Inc. and TD Ameritrade Investment Management, LLC in addition to their current firm.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NE
10/30/2017 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Omaha NE)
NE
05/03/2010 - 10/13/2017
TD AMERITRADE, INC. (OMAHA NE)
BOTH
Issued 02/04/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/02/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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