Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Bonshak is a registered investment advisor representative, active in the industry since December 2012. Chad currently works for MML Investors Services, LLC in the Rochester, NY office. Chad is licensed to provide investment advice in Colorado, Florida, Georgia, New York, North Carolina, Pennsylvania, and South Carolina. Chad holds Series 6, 63, and 65 licenses and the SIE exam. Chad previously worked for Hornor, Townsend & Kent, Inc. and Penn Mutual Life Insurance Company in the Rochester, NY area. Chad also owns Bonshak Financial Inc., a tax preparation business.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
06/14/2021 - Present
MML Investors Services, LLC (ROCHESTER NY)
NY
11/09/2012 - 08/08/2018
HORNOR, TOWNSEND & KENT, INC. (ROCHESTER NY)
IA
Issued 05/08/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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