Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Fennell is a financial advisor who has been in the industry since January 2020. Chad is registered with Northwestern Mutual Investment Services, LLC and has offices in Charlotte, NC. Chad is licensed to sell securities in 16 states, including Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Kentucky, New York, North Carolina, Pennsylvania, South Carolina, Texas, Utah, Virginia, Washington and West Virginia. Chad holds Series 63, Series 6TO, and SIE licenses.
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.
Investment research; referrals to other advisers
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.
Referral fees
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2
NC
01/24/2020 - Present
Northwestern Mutual Investment Services, LLC (CHARLOTTE NC)
BC
Issued 02/10/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/11/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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