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 Vidovich is a financial advisor with Fidelity Personal And Workplace Advisors. Chad has been in the financial services industry since December 6, 2000. Chad is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 63, and Series 66 licenses. Chad is also registered as an Investment Advisor Representative (IAR) in Ohio and Texas. Prior to joining Fidelity, Chad worked at Charles Schwab & Co., Inc. Chad specializes in providing financial planning, portfolio management, and educational seminars to individuals, businesses, and families.
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
OH
01/05/2022 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE OH)
OH
10/23/2003 - 12/07/2021
CHARLES SCHWAB & CO., INC. (Westlake OH)
OH
01/30/2003 - 10/06/2003
CHARTER ONE SECURITIES, INC. (CLEVELAND OH)
NJ
06/06/2001 - 01/30/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
MN
08/15/2000 - 03/12/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/15/2000 - 03/12/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/13/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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