Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Kohlenberg is a financial advisor at Newedge Securities, Inc., a firm headquartered in PITTSBURGH, PA. Chad has been in the financial services industry since January 10, 2016. Chad holds Series 6, SIE, and Series 63 licenses, and is registered to provide investment advice in Iowa. Before joining Newedge Securities, Inc. Chad previously worked at CETERA INVESTMENT SERVICES LLC and PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC.
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.
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2
PA
01/01/2021 - Present
Newedge Securities, Inc. (PITTSBURGH PA)
IA
01/10/2018 - 12/31/2018
CETERA INVESTMENT SERVICES LLC (DUBUQUE IA)
IA
12/16/2011 - 12/15/2015
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (DUBUQUE IA)
BC
Issued 01/10/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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