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 Lewis is a financial professional with over 10 years of experience in the industry. Chad has a Series 6, 7, and 63 license and is registered with FINRA as a Registered Representative and with the state of North Carolina. He is currently employed by Vanguard Marketing Corp.
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.
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.
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NC
10/25/2010 - Present
Vanguard Marketing Corp. (CHARLOTTE NC)
BC
Issued 11/04/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2012
Series 7 - General Securities Representative Examination
BC
Issued 10/22/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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