Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Galvan is a financial advisor with Voya Financial Advisors, Inc. located in San Jose, CA. Chad is registered to provide investment advisory services in the state of California. Chad has been in the financial services industry since 2014 and has experience in working with high net worth individuals, corporations and businesses and individuals other than high net worth clients. Chad specializes in financial planning, portfolio management for individuals and businesses and educational seminars.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
01/22/2024 - Present
Voya Financial Advisors, Inc. (San Jose CA)
CO
01/27/2022 - 04/12/2022
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
BC
Issued 02/04/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/25/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/14/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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