Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Elton Borsheim is a registered representative with PFS Investments Inc. Chad has been in the financial industry since 2015. Chad has a Series 66, Series 7, and SIE license. Chad is also registered with the state of Iowa. Chad's experience includes employment with Edward Jones and Primerica Financial Services. Chad is affiliated with other companies including Primerica Mortgage, LLC and Primerica Client Services, 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.
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.
A percentage of the total value of assets under management is charged.
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2
IA
03/29/2019 - Present
PFS Investments Inc. (URBANDALE IA)
IA
12/05/2015 - 07/15/2018
EDWARD JONES (Waterloo IA)
BOTH
Issued 12/28/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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