Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Hennessy has been in the financial services industry since 2005. Currently, Chad is registered with Cambridge Investment Research, Inc. and is licensed to conduct business in Arizona, California, Colorado, Florida, Hawaii, Idaho, Illinois, Indiana, Nevada, North Carolina, Rhode Island and Texas. Chad previously worked at Woodbury Financial Services, Inc.. Chad holds the Series 6, Series 63, and SIE licenses.
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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CA
09/01/2021 - Present
Cambridge Investment Research, Inc. (Monrovia CA)
CA
06/21/2005 - 09/09/2021
WOODBURY FINANCIAL SERVICES, INC. (SAN DIMAS CA)
IA
Issued 12/08/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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