Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Hill is an investment advisor representative registered with Osaic Wealth, Inc. Chad has been in the financial services industry since 2014. Chad has registrations in Arizona, California, Florida, Illinois, Louisiana, Missouri, New Hampshire, North Carolina, North Dakota, and Texas. Chad is also a registered investment advisor in Florida and Texas. Chad has passed the Series 7 and Series 66 exams as well as the SIE exam. Chad is a financial planner and provides financial planning services as well as portfolio management for both individuals and businesses. Chad is also involved in pension consulting and educational seminars. Chad is a registered representative of SagePoint Financial, Inc. and Madison Avenue Securities, LLC. Chad has also worked at G.F. Investment Services, LLC and Metlife Securities, Inc.
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.
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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2
FL
02/01/2024 - Present
Osaic Wealth, Inc. (FORT LAUDERDALE FL)
FL
03/14/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (FORT LAUDERDALE FL)
FL
08/11/2017 - 03/10/2022
MADISON AVENUE SECURITIES, LLC (Fort Lauderdale FL)
FL
02/01/2016 - 08/08/2017
G.F. INVESTMENT SERVICES, LLC (FORT LAUDERDALE FL)
FL
02/21/2014 - 09/08/2015
METLIFE SECURITIES INC. (FORT LAUDERDALE FL)
BOTH
Issued 06/28/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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