Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Halder is an investment advisor representative with Cambridge Investment Research Advisors, Inc. Chad is based in Storm Lake, Iowa and has been working in the financial industry since 2009. Chad is a CERTIFIED FINANCIAL PLANNER™ and has also passed the Series 7, Series 63, and Series 65 exams. Chad has previous experience with Broker Dealer Financial Services Corp. and SWS Financial Services, as well as First Lincoln Investments, Inc.
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.
Solicitation fees from 3rd party money managers
1
2
IA
01/16/2019 - Present
Cambridge Investment Research Advisors, Inc. (Storm Lake IA)
IA
01/03/2011 - 10/20/2018
BROKER DEALER FINANCIAL SERVICES CORP. (STORM LAKE IA)
IA
08/31/2010 - 01/07/2011
SWS FINANCIAL SERVICES (STORM LAKE IA)
NE
12/04/2009 - 08/30/2010
FIRST LINCOLN INVESTMENTS, INC. (LINCOLN NE)
IA
Issued 01/15/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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