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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 Cartier is a financial advisor at Cetera Investment Advisers LLC. Chad has been in the financial industry since 2008. Chad has a broad range of experience, having worked with Ameritas Investment Corp. and MML Investors Services, Inc., before joining Cetera. Chad holds the Series 6, 62, and 63 securities licenses, as well as the Series 65 investment advisor license. Chad provides financial advice and services to individuals and businesses, including financial planning, pension consulting, and portfolio management.
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
CT
03/23/2017 - Present
Cetera Investment Advisers LLC (CHESHIRE CT)
CT
02/01/2011 - 03/23/2017
AMERITAS INVESTMENT CORP. (MERIDEN CT)
CT
01/29/2008 - 09/02/2010
MML INVESTORS SERVICES, INC. (HAMDEN CT)
CT
09/24/2007 - 01/30/2008
METLIFE SECURITIES INC. (WETHERSFIELD CT)
IA
Issued 04/21/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/07/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2015
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 09/21/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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