Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Hayden Haas is a registered representative with Raymond James Financial Services Advisors, Inc. Chad has been in the financial industry since November 8, 2001. Chad has a Series 63 and Series 7 licenses. Chad is also a registered investment advisor representative in Minnesota. Chad has experience with AIG Financial Advisors, Inc. and SunAmerica Securities, Inc. Chad works with clients on their financial planning needs and is passionate about helping clients reach their financial goals.
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
MN
01/31/2020 - Present
Raymond James Financial Services Advisors, Inc. (Plymouth MN)
MN
10/31/2005 - 11/27/2007
AIG FINANCIAL ADVISORS, INC. (GOLDEN VALLEY MN)
AZ
11/09/2001 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 10/24/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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