Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Mikel Roberts is a financial advisor with First Command Advisory Services, a firm that manages over $22 billion in assets. Chad has been working in the financial services industry since 2018. He specializes in financial planning and portfolio management for both individuals and businesses. Chad is registered with the state of Texas and holds the Series 7TO, SIE, and Series 66 licenses. He is also a Registered Representative with First Command Brokerage Services, Inc.
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.
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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2
OH
06/22/2021 - Present
First Command Advisory Services (Beavercreek OH)
OH
12/13/2018 - 01/04/2021
EDWARD JONES (WEST CARROLLTON OH)
BOTH
Issued 01/05/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/2018
Series 7TO - General Securities Representative Examination
BC
Issued 11/19/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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