Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Patrick Cannady is an active investment advisor representative in Indiana. Chad has been in the industry since November 1998. Chad is registered with Capital Client Group, Inc. and has been with the firm since September 2013. Prior to joining Capital Client Group, Inc. Chad worked for Davis Distributors, LLC. Chad has a wide range of experience in the financial services industry, and is committed to providing his clients with the highest level of service.
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.
Recommending affiliate as investment adviser of sma assets
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.
As agreed upon in a manner that covers registrant's costs
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2
IN
09/09/2013 - Present
Capital Client Group, Inc. (CARMEL IN)
AZ
10/20/1998 - 07/31/2002
DAVIS DISTRIBUTORS, LLC (TUCSON AZ)
IA
Issued 09/09/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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