Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Parsons is a financial advisor with over 14 years of experience in the financial services industry. Chad has a strong background in both brokerage and investment advisory services, with a focus on providing comprehensive financial planning, portfolio management and investment advice to individuals and businesses. Chad holds a wide range of industry licenses and designations, including Series 6, 7, 63, 65, and 66, as well as the Certified Financial Planner designation. Chad is currently registered with J.p. Morgan Securities LLC and has previously held positions with BBVA Securities Inc., BBVA Compass Investment Solutions, Inc, Chase Investment Services Corp., and WAMU Investments, Inc. Chad has a proven track record of success in helping clients achieve their financial goals and is committed to providing personalized service and expert advice to all of his clients.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
FL
10/01/2013 - Present
J.p. Morgan Securities LLC (ORMOND BEACH FL)
FL
05/16/2013 - 06/28/2013
BBVA SECURITIES INC. (GAINESVILLE FL)
FL
09/09/2011 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (GAINESVILLE FL)
CA
05/02/2009 - 06/01/2011
CHASE INVESTMENT SERVICES CORP. (TORRANCE CA)
CA
10/03/2008 - 05/02/2009
WAMU INVESTMENTS, INC. (BEVERLY HILLS CA)
BOTH
Issued 08/30/2013
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/02/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/20/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2010
Series 7 - General Securities Representative Examination
BC
Issued 10/02/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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