Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Anderson is a financial advisor who has been active in the industry since 2006. Chad is currently registered with Cetera Investment Advisers LLC. Chad has previously worked for firms such as First Allied Securities, Inc., Summit Brokerage Services, Inc., Ameriprise Financial Services, Inc., and Linsco/Private Ledger Corp. Chad holds FINRA Series 66, 7, 9, 10, and 24 licenses. Chad offers a variety of financial services to clients, including financial planning, pension consulting, educational seminars, and portfolio management for businesses and individuals.
EL SEGUNDO, CA
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.
1
2
CA
11/12/2020 - Present
Cetera Investment Advisers LLC (EL SEGUNDO CA)
CA
01/08/2009 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
FL
10/10/2018 - 12/03/2019
SUMMIT BROKERAGE SERVICES, INC. (BOCA RATON FL)
CA
05/08/2008 - 09/10/2008
AMERIPRISE FINANCIAL SERVICES, INC. (CAMPBELL CA)
CA
09/08/2006 - 05/28/2008
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
12/08/2005 - 09/01/2006
LINSCO/PRIVATE LEDGER CORP. (SAN DIEGO CA)
BOTH
Issued 1/8/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 7/21/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 6/16/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 6/12/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/7/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Chad Anderson is the right advisor for you? Invested Better is here to help.
