Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Errick Valchar is an investment advisor representative with Fidelity Personal And Workplace Advisors, located in Santa Barbara, California. Chad has been in the financial services industry since 2019. Chad is registered to offer investment advisory services in California, Texas and other states. In addition to his role at Fidelity Personal And Workplace Advisors, Chad also rents a room in his home and is the sole proprietor of the business. Chad specializes in offering financial planning, educational seminars, and portfolio management services.
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.
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.
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2
CA
05/21/2024 - Present
Fidelity Personal AND Workplace Advisors (SANTA BARBARA CA)
CA
10/18/2019 - 04/11/2024
EDWARD JONES (MONTECITO CA)
BOTH
Issued 11/08/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/24/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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