Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Winn is an investment advisor representative with LPL Financial LLC in TUCSON, AZ. Chad has been working in the financial services industry since February 13, 1994. Chad's previous employers include WADDELL & REED, WELLS FARGO ADVISORS, LLC, and H&R BLOCK FINANCIAL ADVISORS, INC. Chad has a wide range of experience in the financial services industry and is well-equipped to help individuals and businesses meet their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
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2
AZ
07/25/2019 - Present
LPL Financial LLC (TUCSON AZ)
AZ
12/05/2014 - 07/30/2019
WADDELL & REED (TUCSON AZ)
AZ
02/22/2008 - 12/09/2014
WELLS FARGO ADVISORS, LLC (TUCSON AZ)
AZ
02/14/1994 - 02/26/2008
H&R BLOCK FINANCIAL ADVISORS, INC. (TUCSON AZ)
IA
Issued 10/27/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/1998
Series 24 - General Securities Principal Examination
BC
Issued 09/30/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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