Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Frederick Rollins is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Chad has been in the financial industry since 1999 and has been registered with Wells Fargo Advisors Financial Network, LLC since 2014. Chad holds Series 7, 31 and 63 securities licenses as well as a Series 65 investment advisor license.
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.
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2
MI
07/05/2022 - Present
Wells Fargo Advisors Financial Network, LLC (PLYMOUTH MI)
MI
03/13/2009 - 04/25/2014
RBC CAPITAL MARKETS, LLC (ROYAL OAK MI)
MI
07/08/2005 - 03/13/2009
FERRIS, BAKER WATTS, LLC (PLYMOUTH MI)
NY
08/27/1999 - 07/13/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 10/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 08/26/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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