Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Everette Reynolds is a financial professional with over 17 years of experience in the financial services industry. Chad is currently registered with Wells Fargo Clearing Services, LLC and has held previous positions with First Citizens Investor Services, Inc., BB&T Investment Services, Inc., Wachovia Securities, LLC, and A. G. Edwards & Sons, Inc.. Chad holds the Series 66, Series 7, and SIE licenses. He is a Certified Financial Planner (CFP®) and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Chad specializes in financial planning, portfolio management, and investment consulting.
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.
Investment consulting services to institutional clients
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.
1
2
NC
11/23/2022 - Present
Wells Fargo Clearing Services, LLC (VANCEBORO NC)
NC
08/18/2009 - 01/12/2011
FIRST CITIZENS INVESTOR SERVICES, INC. (GREENVILLE NC)
NC
07/15/2008 - 08/05/2009
BB&T INVESTMENT SERVICES, INC. (PLYMOUTH NC)
NC
01/16/2007 - 07/10/2008
WACHOVIA SECURITIES, LLC (KINSTON NC)
NC
06/15/2005 - 01/18/2007
A. G. EDWARDS & SONS, INC. (GREENVILLE NC)
BOTH
Issued 07/26/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2005
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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