Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Edward Teders is a financial advisor with over 20 years of experience in the industry. Chad has held several positions at various firms, including Wells Fargo Clearing Services, LLC and Raymond James Financial Services, Inc. Chad is currently registered with &partners in Nashville, Tennessee, and Wells Fargo Advisors Financial Network, LLC in Bloomington, Indiana. Chad's focus is on portfolio management for individuals and businesses, and he provides financial planning, pension consulting, and other advisory services. Chad is a Certified Financial Planner and holds several licenses, including Series 7, 9, 10, 52, 63, and 65.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
IN
02/14/2025 - Present
&partners (Bloomington IN)
IN
01/06/2011 - 01/06/2022
WELLS FARGO CLEARING SERVICES, LLC (BLOOMINGTON IN)
IN
11/07/2003 - 01/07/2011
RAYMOND JAMES FINANCIAL SERVICES, INC. (BLOOMINGTON IN)
IL
10/25/1999 - 10/03/2003
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MI
07/24/1996 - 10/28/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 01/17/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/16/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/1996
Series 7 - General Securities Representative Examination
BC
Issued 07/23/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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