Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Jacob Parker is an investment advisor representative at Ameriprise Financial Services, LLC, in San Jose, California. He has been in the financial services industry since January 2010 and has over 20 years of experience. Chad is licensed to offer investment advisory services in Alabama, Arizona, California, Colorado, District of Columbia, Florida, Georgia, Iowa, Kansas, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New York, North Carolina, Oregon, Pennsylvania, Texas, Utah, Washington, and Wyoming. Chad also holds the Series 66, Series 7, and SIE licenses. He specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. Chad is committed to helping his clients reach their financial goals through a comprehensive and personalized approach.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
CA
05/06/2010 - Present
Ameriprise Financial Services, LLC (San Jose CA)
BOTH
Issued 03/01/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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