Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Justin House is a financial advisor with over 17 years of experience in the industry. Chad is currently registered with Raymond James & Associates, Inc. and Raymond James Financial Services Advisors, Inc. Chad has been registered with the Securities and Exchange Commission (SEC) since 2013 and has also been registered with several states, including Tennessee and Texas. Chad specializes in providing financial advice to individuals, corporations, and other businesses. Chad holds several licenses and certifications, including the Series 7, Series 10, Series 24, Series 66, Series 99, and the SIE Exam. Chad also has a strong background in operations, having worked at Morgan Keegan & Company, Inc. prior to his current position.
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.
Please see note in schedule d - miscellaneous
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
FL
01/09/2024 - Present
Raymond James & Associates, Inc. (St. Petersburg FL)
TN
03/20/2007 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
BOTH
Issued 07/01/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/22/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/18/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/12/2013
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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