Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Mabry is a registered investment advisor representative with Sunbelt Securities, Inc.. Chad has been in the securities industry since 2007 and has held previous roles at FBR Capital Markets & Co., Entoro Securities, LLC, and Weild & Co.. Chad is registered to provide investment advice in Colorado and Texas. Chad specializes in providing investment advice to high net worth individuals, pension and profit-sharing plans, and corporations or other businesses.
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.
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.
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2
TX
08/16/2024 - Present
Sunbelt Securities, Inc. (HOUSTON TX)
CO
04/18/2018 - 06/18/2018
WEILD & CO. (BOULDER CO)
TX
09/06/2017 - 03/19/2018
ENTORO SECURITIES, LLC (HOUSTON TX)
TX
09/01/2015 - 06/22/2017
FBR CAPITAL MARKETS & CO. (HOUSTON TX)
TX
07/18/2013 - 09/02/2015
MLV & CO. LLC (HOUSTON TX)
TX
05/01/2013 - 07/17/2013
KLR GROUP, LLC (HOUSTON TX)
TX
06/26/2012 - 04/26/2013
BURNHAM SECURITIES INC. (HOUSTON TX)
TX
07/31/2008 - 03/29/2012
RODMAN & RENSHAW, LLC (HOUSTON TX)
TX
05/23/2007 - 07/16/2008
PRITCHARD CAPITAL PARTNERS, LLC (HOUSTON TX)
BOTH
Issued 05/15/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2012
Series 24 - General Securities Principal Examination
BC
Issued 08/15/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/18/2024
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2007
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 09/14/2007
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 05/22/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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