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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 Kessler is a registered investment advisor representative with One Capital Management, LLC. Chad has been in the financial services industry since 2005, and has a strong track record of success in providing investment advice and portfolio management services to a wide range of clients. Chad has experience working with high-net-worth individuals, families, businesses, and institutions. Chad holds the Series 66, Series 7, and Series 24 licenses and the SIE designation. Chad is also a member of the ALS Association - Orange County Chapter.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisory consulting services, firm provides sub-adviser services to two canadian registered etf, and to a luxembourg sicav
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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2
CA
01/03/2023 - Present
ONE Capital Management, LLC (Newport Beach CA)
CA
07/15/2013 - 03/24/2021
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (SAN FRANCISCO CA)
CA
01/16/2007 - 06/21/2013
C.K. COOPER & COMPANY, INC. (IRVINE CA)
CA
08/19/2005 - 01/11/2007
AXA ADVISORS, LLC (IRVINE CA)
BOTH
Issued 09/09/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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