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 a registered investment advisor representative with Cetera Investment Advisers LLC. Chad has been in the financial services industry since 2003. Chad has passed the Series 7, Series 24, Series 55, Series 65, and Series 66 exams. Chad is registered in Georgia, North Carolina, Ohio, South Carolina, and Virginia. Chad also has experience with BB&T Investment Services, INC., PNC INVESTMENTS, and COASTAL DISCOUNT STOCKBROKERS, 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.
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 06/26/2006
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 04/22/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2004
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 06/15/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/03/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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