Unclaimed
Chad Buchignani is a financial advisor working with Fidelity Personal And Workplace Advisors. Chad has been in the financial services industry for over 8 years and is licensed in multiple states, including Florida, Texas, and Kentucky. Chad is also a certified financial planner and a registered investment advisor. Chad's experience in the financial services industry helps guide clients through the often complex world of investment management and financial planning.
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.
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
FL
03/11/2021 - Present
Fidelity Personal AND Workplace Advisors (THE VILLAGES FL)
KY
02/26/2018 - 01/11/2021
TD AMERITRADE, INC. (LEXINGTON KY)
KY
10/11/2016 - 02/26/2018
SCOTTRADE, INC. (LEXINGTON KY)
KY
07/30/2015 - 09/15/2016
J.P. MORGAN SECURITIES LLC (LEXINGTON KY)
KY
06/15/2015 - 06/24/2015
J.P. MORGAN SECURITIES LLC (LEXINGTON KY)
KY
10/10/2014 - 05/18/2015
FIRST INVESTORS CORPORATION (LEXINGTON KY)
BOTH
Issued 05/03/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2016
Series 7 - General Securities Representative Examination
BC
Issued 10/10/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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