Unclaimed
Chad Fowers is a financial advisor at Planmember Securities Corp. Chad has been in the financial industry since September 2, 1996. Chad has been registered with Planmember Securities Corp. since January 12, 2005. Chad is registered with the Financial Industry Regulatory Authority (FINRA) as a General Securities Representative (Series 7) and has passed the Uniform Securities Agent State Law Examination (Series 63). Chad has also passed the Uniform Investment Adviser Law Examination (Series 65). Chad has worked with Sunamerica Securities, Inc. in Phoenix, Arizona. Chad also previously worked at GWN Securities Inc. in Palm Beach Gardens, Florida.
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.
Provides investment supervisory 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.
1
2
FL
01/12/2005 - Present
Planmember Securities Corp. (OVIEDO FL)
FL
08/24/2004 - 01/27/2005
GWN SECURITIES INC. (PALM BEACH GARDENS FL)
AZ
01/02/2003 - 08/19/2004
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CA
01/11/2002 - 02/13/2003
PLANMEMBER SECURITIES CORPORATION (CARPINTERIA CA)
CT
12/10/1996 - 12/31/2001
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
NE
08/20/1996 - 12/13/1996
AMERITAS INVESTMENT CORP. (LINCOLN NE)
IA
Issued 04/24/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2002
Series 7 - General Securities Representative Examination
BC
Issued 08/19/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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