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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Weeks is a financial advisor at Wells Fargo Clearing Services, LLC. Chad Weeks is registered with FINRA and has been in the industry since August 13, 1997. Chad Weeks has experience with various financial products and services, including securities, investment advisory services, and insurance. Chad Weeks provides services to individuals, businesses, and institutions. The advisor is registered in 22 states, including North Carolina, Texas, Arizona, California, Colorado, Delaware, Florida, Georgia, Kentucky, Maryland, Mississippi, Missouri, New Jersey, New Mexico, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia, and West Virginia.
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.
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.
Investment consulting services to institutional clients
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.
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2
NC
11/18/2016 - Present
Wells Fargo Clearing Services, LLC (SOUTHERN SHORES NC)
NY
08/01/1997 - 10/21/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 03/02/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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