Unclaimed
Chad Michael Weigle is an investment advisor representative at Edward Jones. Chad has been in the financial industry since April 2007. Chad has licenses in both Broker-Dealer and Investment Advisor and is registered in 26 states. Chad has Series 6, 7, and 63, and 65 licenses as well as the SIE exam. Chad has the Certified Financial Planner designation. In addition to working for Edward Jones, Chad also serves as a board member for Big Brother Big Sister and is a football official for Sterling High School. Chad has previous experience with Country Capital Management Company in Sterling, Illinois.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
IL
02/02/2024 - Present
Edward Jones (DIXON IL)
IL
05/01/2007 - 11/25/2008
COUNTRY CAPITAL MANAGEMENT COMPANY (STERLING IL)
IA
Issued 05/10/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2009
Series 7 - General Securities Representative Examination
BC
Issued 04/30/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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