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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 Wilson is a financial advisor registered with Onedigital Investment Advisors. He specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and pooled investment vehicles. Chad holds the Series 6, 63, and 65 licenses, as well as the Certified Financial Planner designation. He has over 20 years of experience in the financial services industry, having previously worked with Wharton Equity Corporation and Capital Portfolio Management, Inc.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MD
10/09/2023 - Present
Onedigital Investment Advisors (Baltimore MD)
PA
01/13/2005 - 05/03/2006
WHARTON EQUITY CORPORATION (WAYNE PA)
MD
09/25/2002 - 01/04/2005
CAPITAL PORTFOLIO MANAGEMENT, INC. (TIMONIUM MD)
IA
Issued 05/19/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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