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 Worozaken is a financial professional with over 13 years of experience in the financial services industry. Chad Michael Worozaken is a Registered Representative and Investment Advisor Representative with Eagle Strategies LLC. Chad Michael Worozaken has experience working with individuals, high-net-worth individuals, corporations, and charitable organizations. Chad Michael Worozaken has a Series 66, Series 7 and SIE license and specializes in Financial Planning, Portfolio Management for Individuals, Portfolio Management for Businesses, Pension Consulting, Educational Seminars, Publication of Periodicals, and Selection of Other Advisers.
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.
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.
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CA
05/05/2022 - Present
Eagle Strategies LLC (GLENDALE CA)
CA
01/03/2011 - 01/12/2017
WELLS FARGO CLEARING SERVICES, LLC (WEST COVINA CA)
CA
03/09/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (PASADENA CA)
IL
09/09/2009 - 03/10/2010
WELLS FARGO ADVISORS, LLC (DEERFIELD IL)
BOTH
Issued 4/19/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/8/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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