Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Kreifel is a financial advisor in Bolingbrook, IL. Chad has been in the financial services industry since May 24, 2004. Chad is currently registered with LPL Financial LLC. Chad has been with LPL Financial LLC since May 2022. Before that, Chad was with J.P. MORGAN SECURITIES LLC from October 2012 to May 2022, Chase Investment Services Corp. from February 2011 to October 2012 and BANC ONE SECURITIES CORPORATION from April 2003 to July 2005.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
05/05/2022 - Present
LPL Financial LLC (BOLINGBROOK IL)
IL
10/01/2012 - 05/03/2022
J.P. MORGAN SECURITIES LLC (MONTGOMERY IL)
IL
02/23/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (OSWEGO IL)
IL
07/06/2005 - 01/26/2010
CHASE INVESTMENT SERVICES CORP. (BOLINGBROOK IL)
IL
04/28/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IA
Issued 03/10/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2011
Series 7 - General Securities Representative Examination
BC
Issued 04/26/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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