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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Michael Alevras is a financial advisor with over 17 years of experience in the industry. Chad is currently registered with Cetera Investment Advisers LLC and is licensed in Colorado and Texas. Chad has experience in financial planning, pension consulting, and portfolio management for both businesses and individuals. Chad provides educational seminars and also helps select other advisors when needed. Previously, Chad worked at OSAIC FA, INC., HORNOR, TOWNSEND & KENT, INC., MetLife Securities Inc., Metropolitan Life Insurance Company, and CitiStreet Equities 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.
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.
A percentage of the total value of assets under management is charged.
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CO
06/24/2024 - Present
Cetera Investment Advisers LLC (GREENWOOD VILLAGE CO)
CO
08/28/2009 - 06/25/2024
OSAIC FA, INC. (DENVER CO)
CO
07/15/2008 - 09/08/2009
HORNOR, TOWNSEND & KENT, INC. (DENVER CO)
MA
11/29/2005 - 07/24/2006
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/29/2005 - 07/21/2006
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NJ
01/24/2005 - 12/31/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
BC
Issued 3/29/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 3/16/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/21/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/4/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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