Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Eric Wight is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Grandville, Michigan. Chad has been in the industry since 2012. Chad has a Series 7, Series 6, Series 63, and Series 65. Chad has been with Raymond James Financial Services Advisors, Inc. since October 2015. Before joining Raymond James, Chad worked at Royal Securities Company and NYLIFE Securities LLC. Chad also works as an Associate/Employee at Kapteyn Wealth Partners and The Kapteyn Group, Financial Partners, LLC.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MI
10/05/2015 - Present
Raymond James Financial Services Advisors, Inc. (Grandville MI)
MI
03/03/2014 - 10/08/2015
ROYAL SECURITIES COMPANY (GRANDVILLE MI)
MI
05/08/2012 - 03/06/2014
NYLIFE SECURITIES LLC (GRAND RAPIDS MI)
IA
Issued 05/01/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2015
Series 7 - General Securities Representative Examination
BC
Issued 05/07/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Chad Wight is the right advisor for you? Invested Better is here to help.
