Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Cornell is a CERTIFIED FINANCIAL PLANNER™ professional with over 25 years of experience in the financial services industry. Chad has a strong background in both investment advisory and brokerage services. Chad is currently registered with Osaic Wealth, Inc. in New York and Florida, and holds a variety of licenses and registrations, including Series 6, 7, 24, 63, 65, and SIE. Chad has previously worked with Securities America, Inc., Investacorp, Inc., and MONY Securities Corporation. Chad’s experience and expertise allow him to provide comprehensive financial planning services to a wide range of clients, including individuals, families, 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
NY
06/14/2024 - Present
Osaic Wealth, Inc. (NORTH TONOWANDA NY)
NY
07/17/2020 - 06/14/2024
SECURITIES AMERICA, INC. (LOCKPORT NY)
NY
10/10/2001 - 07/17/2020
INVESTACORP, INC. (LOCKPORT NY)
NY
06/29/1999 - 10/18/2001
MONY SECURITIES CORPORATION (NEW YORK NY)
MA
02/24/1998 - 06/30/1999
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 12/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/3/2001
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/19/2001
Series 7 - General Securities Representative Examination
BC
Issued 2/23/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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