Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Weatherman is a financial advisor with Mariner Wealth. Chad is registered to provide investment advice in North Carolina. Chad has been in the industry since 2011 and holds a Series 6, Series 63, and Series 65 license. Chad is a Certified Financial Planner.
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.
Family office services
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.
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NC
06/08/2023 - Present
Mariner Wealth (RALEIGH NC)
NC
08/30/2011 - 12/31/2013
MML INVESTORS SERVICES, LLC (CARY NC)
IA
Issued 09/10/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/18/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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