Unclaimed
Chad Marion Rushing is a financial advisor with over 30 years of experience in the industry. Chad is registered with Steward Partners Investment Advisory, LLC and currently holds licenses in 24 states. Chad has experience in the fields of agriculture/farming, rental real estate, and financial consulting. Chad is also a Board Member of Pinckneyville Community Hospital.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
1
2
IL
03/15/2024 - Present
Steward Partners Investment Advisory, LLC (PINCKNEYVILLE IL)
IL
05/02/1996 - 03/15/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (PINCKNEYVILLE IL)
MO
01/03/1995 - 05/13/1996
INBANK INVESTMENTS, INC. (ST. LOUIS MO)
MA
07/30/1993 - 12/30/1994
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/30/1993 - 12/30/1994
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 7/24/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/6/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/25/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 9/20/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/8/1995
Series 7 - General Securities Representative Examination
BC
Issued 7/29/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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