Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Lee Soma is an investment advisor representative registered in Iowa and Nebraska. Chad has been working in the financial services industry since February 5, 2007 and is currently registered with FBL Marketing Services, LLC. Chad has passed the Series 6, Series 63 and the Securities Industry Essentials Exam (SIE). Chad previously worked with INVEST FINANCIAL CORPORATION.
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.
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.
1
2
IA
04/20/2007 - Present
FBL Marketing Services, LLC (WOODBINE IA)
IA
01/01/2006 - 03/15/2006
INVEST FINANCIAL CORPORATION (WOODBINE IA)
BC
Issued 04/27/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Chad Soma is the right advisor for you? Invested Better is here to help.
