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 Zagel is a financial advisor with Edward Jones, a firm with over $800 billion in assets under management. Chad has been in the industry since 2006 and is a Certified Financial Planner. He has a broad range of experience, serving individuals, families, businesses, and retirement plans. Chad's expertise includes financial planning, investment management, and retirement planning. He is committed to helping clients achieve their financial goals. Chad is licensed in 17 states, including Michigan, Florida, California, and New York. He currently serves as a Board Vice Chair for the Jewish Federation of Grand Rapids, demonstrating his commitment to community involvement.
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.
See schedule d - miscellaneous
1
2
MI
02/26/2010 - Present
Edward Jones (EAST GRAND RAPIDS MI)
BOTH
Issued 12/29/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/08/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Chad Zagel is the right advisor for you? Invested Better is here to help.
