Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Everett Rayborn is a financial advisor with J. W. Cole Advisors, Inc.. Chad has been working in the financial industry since September 2008. Chad holds the Series 6, 7, 63, and 66 licenses. Chad's firm, J.W. Cole Advisors, Inc., is a Registered Investment Advisor, providing investment and financial planning services to individuals, businesses, and charitable organizations. J.W. Cole Advisors has offices in Tampa, FL, and Grand Rapids, MI.
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.
Hourly & fixed rate consulting
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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MI
09/24/2021 - Present
J. W. Cole Advisors, Inc. (Grand Rapids MI)
MI
07/21/2021 - 09/24/2021
LPL FINANCIAL LLC (KENTWOOD MI)
MI
09/12/2008 - 07/21/2021
WADDELL & REED (KENTWOOD MI)
BOTH
Issued 10/16/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2010
Series 7 - General Securities Representative Examination
BC
Issued 09/11/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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