Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Michael White is an investment advisor representative at Commonwealth Financial Network with over 27 years of experience in the financial industry. Chad holds several industry licenses and registrations, including Series 6, 7, 24, 63 and 65. Prior to joining Commonwealth Financial Network, Chad worked at LPL Financial. Chad's current branch office is located in Toms River, New Jersey. Chad is a co-owner of Safe Harbor Wealth Management, Inc. and Ocean Tax Pros, LLC, an entity created for the purpose of buying and managing commercial real estate in Toms River, NJ. Chad is a registered investment advisor in New Jersey. Commonwealth Financial Network, a Registered Investment Advisor, is a well-established firm with offices in Waltham, MA.
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.
1
2
NJ
12/02/2024 - Present
Commonwealth Financial Network (Toms River NJ)
AZ
07/03/2001 - 03/10/2006
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MO
10/01/2000 - 07/09/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
03/16/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NJ
02/02/1996 - 02/24/1999
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
IA
Issued 11/14/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/09/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/1998
Series 7 - General Securities Representative Examination
BC
Issued 02/01/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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