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 Wicker is a financial advisor who has been in the industry since October 27, 2003. Chad is currently registered with Kestra Private Wealth Services, LLC. Chad has a wide range of experience and specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors. Chad is also a registered representative with Kestra Investment Services LLC. Prior to joining Kestra Private Wealth Services, LLC, Chad worked at Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated 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.
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.
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TX
02/16/2023 - Present
Kestra Private Wealth Services, LLC (AUSTIN TX)
OH
06/08/2016 - 11/01/2021
MORGAN STANLEY (PERRYSBURG OH)
OH
05/13/2005 - 06/13/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PERRYSBURG OH)
MN
09/15/2003 - 03/30/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/15/2003 - 03/30/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 01/09/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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