Unclaimed
Chad Arseneau is a financial advisor with over 20 years of experience in the industry. Chad is registered with LPL Financial LLC and is currently licensed to operate in 15 states. Chad has previously worked for CETERA ADVISOR NETWORKS LLC and Edward Jones. Chad has a diverse range of experience and expertise, with registrations in both Broker-Dealer and Investment Advisor capacities. Chad specializes in providing financial planning, portfolio management, and other advisory services to individuals, families, and businesses. Chad's approach focuses on understanding clients' unique needs and goals to develop personalized strategies to help them achieve their financial objectives.
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.
Consulting and other non-discretionary advisory services
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
IL
01/23/2019 - Present
LPL Financial LLC (PEKIN IL)
IL
01/29/2004 - 10/20/2018
CETERA ADVISOR NETWORKS LLC (PEKIN IL)
MO
08/17/2000 - 01/08/2004
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 03/23/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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