Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Jones is an investment advisor representative at Cetera Investment Advisers LLC in North Wilkesboro, NC. Chad Jones has been in the industry since 2003 and has held various roles at firms such as BB&T Investment Services, Inc., PNC Investments, and Coastal Discount Stockbrokers, Inc. Chad Jones is licensed to provide investment advisory services in North Carolina, Georgia, Ohio, South Carolina, and Virginia.
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.
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2
NC
05/31/2018 - Present
Cetera Investment Advisers LLC (NORTH WILKESBORO NC)
NC
08/27/2013 - 10/02/2017
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
10/10/2012 - 08/16/2013
PNC INVESTMENTS (WILMINGTON NC)
NC
09/22/2005 - 09/17/2012
BB&T INVESTMENT SERVICES, INC. (BOONE NC)
NC
04/04/2002 - 12/31/2004
COASTAL DISCOUNT STOCKBROKERS, INC. (WILMINGTON NC)
IA
Issued 6/26/2006
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 4/22/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2004
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/15/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 4/3/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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