Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Fensler is a financial advisor at Raymond James Financial Services Advisors, Inc. Chad has been in the industry since January 2000 and has experience in various areas, including financial planning, portfolio management, and insurance. Chad holds several designations including Certified Financial Planner and Chartered Financial Consultant, and is registered to provide investment advice in multiple states. Chad focuses on providing financial advice to individuals, corporations, and charitable organizations. Chad's approach to financial planning is personalized, taking into account each client's unique financial goals and needs. Chad works to build long-term relationships with clients, and is committed to providing the highest level of service and guidance.
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
OR
01/26/2022 - Present
Raymond James Financial Services Advisors, Inc. (Tigard OR)
OR
01/19/2000 - 05/05/2014
FIRST INVESTORS CORPORATION (BEAVERTON OR)
IA
Issued 07/10/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/18/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2004
Series 7 - General Securities Representative Examination
BC
Issued 01/06/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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