Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Jeffrey Perry is a registered representative with Level Four Advisory Services. Chad has been in the financial industry since 2006. Chad has Series 6, Series 63 and Series 65 securities licenses. Chad has worked for a number of financial firms including LPL Financial LLC, Lincoln Financial Securities Corporation and Princor Financial Services Corporation. Chad has also worked for Level Four Insurance Services, LLC and Hickman & Hickman. Chad provides financial planning, portfolio management and pension consulting services to clients including high net worth individuals, corporations, individuals, charitable organizations, and pension plans.
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.
Solicitor fees - portion of assets managed by other advisors
1
2
TX
06/12/2008 - Present
Level Four Advisory Services (DALLAS TX)
TX
11/05/2012 - 06/15/2021
LPL FINANCIAL LLC (NEW BRAUNFELS TX)
TX
06/06/2008 - 11/19/2012
LINCOLN FINANCIAL SECURITIES CORPORATION (NEW BRAUNFELS TX)
TX
01/05/2006 - 06/17/2008
PRINCOR FINANCIAL SERVICES CORPORATION (NEW BRAUNFELS TX)
IA
Issued 10/10/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/21/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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