Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Parmenter is a financial advisor who has been in the industry since 1992. He is currently registered with Osaic Wealth, Inc. and has previously worked for Securities America, Inc., 1st Global Capital Corp., Blue Vase Securities, LLC, Underwriters Equity Corporation, Manulife Financial Securities LLC, 1717 Capital Management Company, MML Investors Services, Inc., John Hancock Distributors, Inc., and John Hancock Mutual Life Insurance Company. Chad holds the Series 6, 7, 26, 63, and 65 licenses, as well as the SIE exam. He is a Certified Financial Planner (CFP) and a Chartered Financial Consultant (ChFC). Chad's specialties include financial planning, investment management, and portfolio management for individuals and businesses. He is also a trustee for two of his mother's trusts. Chad has been recognized as a Top Advisor by several industry publications.
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
WA
06/14/2024 - Present
Osaic Wealth, Inc. (KIRKLAND WA)
WA
11/26/2007 - 06/14/2024
SECURITIES AMERICA, INC. (KIRKLAND WA)
WA
11/23/2004 - 12/07/2007
1ST GLOBAL CAPITAL CORP. (BELLEVUE WA)
PA
11/17/2000 - 11/22/2004
BLUE VASE SECURITIES, LLC (WASHINGTON PA)
PA
10/16/2002 - 09/19/2003
UNDERWRITERS EQUITY CORPORATION (HARRISBURG PA)
MA
04/25/2001 - 02/22/2002
MANULIFE FINANCIAL SECURITIES LLC (BOSTON MA)
DE
02/24/1995 - 11/28/2000
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
MA
03/14/1994 - 02/23/1995
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MA
07/20/1992 - 03/29/1994
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
07/20/1992 - 03/29/1994
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 02/08/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/17/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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