Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Lindstrom is a financial advisor with J.P. Morgan Securities LLC. Chad has been in the industry since 2005 and has experience in investment company products, variable contracts, and general securities. Chad is registered with FINRA and has a Series 7, Series 6, and Series 63 license. Chad holds a Series 63 license which permits Chad to sell securities in Arizona and New York. Prior to joining J.P. Morgan Securities LLC, Chad was employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chandler and Tempe, AZ and Banc of America Investment Services, Inc. in Mesa, AZ. Chad specializes in providing financial advice to individuals, corporations, and other businesses.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
AZ
05/15/2015 - Present
J.p. Morgan Securities LLC (Tempe AZ)
AZ
04/06/2015 - 05/18/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
AZ
02/15/2013 - 11/21/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TEMPE AZ)
AZ
10/07/2005 - 04/28/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (MESA AZ)
BC
Issued 03/14/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2013
Series 7 - General Securities Representative Examination
BC
Issued 10/06/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Chad Lindstrom is the right advisor for you? Invested Better is here to help.
