Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Veitch is a financial professional with over 20 years of experience in the industry. Chad is currently registered with B. Riley Wealth Management. Chad holds a variety of licenses including Series 7, Series 24, Series 55, Series 57, and Series 99. Chad has a strong track record of providing excellent service to clients in various states including California, Colorado, Connecticut, Florida, Georgia, Illinois, Maryland, Massachusetts, Minnesota, Missouri, Nevada, New Jersey, New York, Ohio, Puerto Rico, Texas, Utah, Vermont, Virginia, Washington, Wisconsin and Wyoming.
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.
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.
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FL
07/22/2022 - Present
B. Riley Wealth Management (Boca Raton FL)
FL
05/18/2001 - 07/22/2022
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
BC
Issued 06/15/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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