Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Nicholas Daugherty is a financial advisor at Edward Jones. Chad is a registered representative and investment advisor representative with a Series 6, Series 7TO, SIE and Series 66 licenses. Chad has been in the financial services industry since 2007. Chad is also an Adjunct Professor at Georgia Military College, and teaches one online course each quarter. Chad has been teaching at the college since 2013. Chad helps individuals and businesses with their financial planning and portfolio management needs.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
GA
09/19/2023 - Present
Edward Jones (VALDOSTA GA)
GA
07/09/2007 - 12/20/2007
FIRST COMMAND FINANCIAL PLANNING, INC. (WARNER ROBINS GA)
BOTH
Issued 07/12/2023
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/24/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/23/2023
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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