Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Kupreanik is a financial advisor at Janney Montgomery Scott LLC. Chad has been a registered representative in the securities industry since April 27, 2000. Chad has a Series 7, Series 66, and SIE license. Chad is registered to provide investment advice in 36 states. Chad specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Chad has previously worked at UBS Financial Services Inc. and J.C. Bradford & Co. 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
NC
03/01/2007 - Present
Janney Montgomery Scott LLC (CHARLOTTE NC)
NJ
08/14/2000 - 08/28/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
04/28/2000 - 08/14/2000
J.C. BRADFORD & CO. (NEW YORK NY)
BOTH
Issued 05/18/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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