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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Goodrich is a financial advisor currently working with Fidelity Personal And Workplace Advisors. Chad Goodrich has been in the financial industry since January 11, 2016, and is registered with FINRA, with Series 3, 7, 34, and SIE licenses as well as a Series 63 and Series 66 license. Chad Goodrich also has registrations in 53 states. Prior to joining Fidelity Personal And Workplace Advisors, Chad Goodrich has experience at TD AMERITRADE, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, Better Mortgage and Fidelity Investments. Chad Goodrich specializes in Portfolio Management for Businesses, Portfolio Management for Individuals, Financial Planning, Educational Seminars 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.
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.
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.
1
2
TX
07/18/2022 - Present
Fidelity Personal AND Workplace Advisors (HOUSTON TX)
TX
08/31/2017 - 09/02/2021
TD AMERITRADE, INC. (HOUSTON TX)
FL
02/05/2015 - 07/28/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
BOTH
Issued 05/27/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2019
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2018
Series 3 - National Commodity Futures Examination
BC
Issued 02/05/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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