Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Hassinger is a financial advisor who has been in the industry since 1992. Chad is a registered representative of Waverly Advisors, LLC. Chad has a background in financial planning, portfolio management, and pension consulting. Chad specializes in working with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles. Chad holds the Series 7, Series 24, and Series 63 securities licenses and is a Certified Financial Planner.
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.
1
2
IN
01/11/2024 - Present
Waverly Advisors, LLC (MERRILLVILLE IN)
IN
10/22/2007 - 12/16/2016
SII INVESTMENTS, INC. (MERRILLVILLE IN)
IN
04/13/1996 - 10/22/2007
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (MERRILLVILLE IN)
MN
04/16/1992 - 04/12/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/16/1992 - 04/12/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 06/04/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/1996
Series 24 - General Securities Principal Examination
BC
Issued 12/16/2016
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1992
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Chad Hassinger is the right advisor for you? Invested Better is here to help.
