Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad P. Schut is a financial advisor with Cetera Investment Advisers LLC. Chad has been in the financial industry since January 13, 2004. Chad is a Certified Financial Planner and holds the Series 63, 24, SIE, and 7 licenses. Chad is registered to provide investment advice in 18 states, including Michigan, Texas, Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Maryland, North Carolina, Ohio, Oregon, Washington, and Wisconsin. Chad's firm, Cetera Investment Advisers LLC, is headquartered in Schaumburg, Illinois and manages approximately $104,468,595,111 in assets. Cetera Investment Advisers LLC offers financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.
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.
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
MI
03/21/2024 - Present
Cetera Investment Advisers LLC (PORTAGE MI)
BC
Issued 2/6/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/23/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/13/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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