Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Edwards is a financial advisor with over 15 years of experience in the industry. Chad Edwards is registered with the Strategic Financial Alliance, Inc. and Strategic Blueprint, LLC and is licensed to provide investment advice in multiple states. Chad Edwards specializes in financial planning, portfolio management for individuals and businesses, and educational seminars.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
GA
08/02/2016 - Present
THE Strategic Financial Alliance, Inc. (PEACHTREE CORNERS GA)
MN
10/30/2009 - 05/05/2015
ALLIANZ LIFE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
CO
01/09/2009 - 10/27/2009
TRANSAMERICA CAPITAL, INC. (DENVER CO)
PA
11/05/2007 - 11/19/2008
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
IA
Issued 08/01/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2015
Series 7 - General Securities Representative Examination
BC
Issued 11/02/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Chad Edwards is the right advisor for you? Invested Better is here to help.
