Unclaimed
Chad Edward Kannady is a financial advisor with Cetera Investment Advisers LLC. Chad has been in the financial industry since February 2004 and has a broad range of experience serving clients in various areas, including financial planning, pension consulting, and portfolio management. Chad's expertise includes providing financial advice to individuals, corporations, and businesses. Chad is registered to provide advisory services in 51 states and holds the Series 66, Series 7, and SIE licenses. Prior to joining Cetera Investment Advisers LLC, Chad was previously associated with Hancock Whitney Investment Services Inc., Hibernia Investments, LLC, and American Express Financial Advisors Inc.
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.
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
LA
08/10/2022 - Present
Cetera Investment Advisers LLC (DENHAM SPRINGS LA)
LA
03/29/2006 - 08/10/2022
HANCOCK WHITNEY INVESTMENT SERVICES INC. (DENHAM SPRINGS LA)
LA
08/04/2004 - 02/09/2006
HIBERNIA INVESTMENTS, L.L.C. (NEW ORLEANS LA)
MN
12/17/2003 - 07/12/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/17/2003 - 07/12/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 3/8/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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