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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Jeremy Danforth is a financial advisor with over 23 years of experience. Chad is currently registered with Raymond James & Associates, Inc. and has previously worked for firms such as Citigroup Global Markets Inc., Access Financial Group, Inc., and National Discount Brokers. Chad's expertise includes financial planning, portfolio management, and providing educational seminars.
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.
Please see note in schedule d - miscellaneous
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
IL
11/02/2018 - Present
Raymond James & Associates, Inc. (WINNETKA IL)
IL
05/29/2007 - 05/31/2018
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
IL
11/18/2002 - 05/29/2007
CITICORP INVESTMENT SERVICES (CHICAGO IL)
IL
02/18/1997 - 10/11/2002
ACCESS FINANCIAL GROUP, INC. (CHICAGO IL)
NE
07/26/1995 - 02/14/1997
NATIONAL DISCOUNT BROKERS (OMAHA NE)
CO
10/19/1994 - 04/12/1995
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 11/01/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/31/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/12/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/18/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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