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 Wright is a financial advisor who has been in the industry since April 2022. Chad is currently registered with Ameriprise Financial Services, LLC, a large firm with offices in Salem, OR and Albany, OR. Prior to Ameriprise Financial Services, LLC, Chad was registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, a national firm. Chad has a Series 66 license and holds Series 7TO and SIE licenses. He is also registered in eleven states, including California, Oregon, Washington, Idaho, Nevada, Michigan, Virginia, Connecticut, Georgia, and South Dakota. Chad specializes in providing financial advice to individuals, corporations, trusts, estates, charitable organizations, insurance companies, and pension and profit-sharing plans. He offers a variety of services including asset allocation, financial planning, portfolio management, educational seminars, and selection of other advisors.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
OR
03/14/2024 - Present
Ameriprise Financial Services, LLC (Salem OR)
OR
04/04/2022 - 02/14/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAKE OSWEGO OR)
BOTH
Issued 04/30/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/25/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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