Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Preston Wilson is a financial advisor with over 20 years of experience in the industry. Chad has a strong background in banking and finance, having served as President of Foundation Bank, a division of McKenzie Banking Company, for over 10 years. He is a Certified Financial Planner (CFP®) and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Chad currently works at Osaic Wealth, Inc., a financial services firm headquartered in Scottsdale, Arizona. Chad specializes in providing financial advice and investment management services to individuals, families, and businesses. Chad is committed to providing personalized financial advice and helping clients reach their financial goals.
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
TN
06/14/2024 - Present
Osaic Wealth, Inc. (JACKSON TN)
TN
11/29/2019 - 06/14/2024
SECURITIES AMERICA, INC. (JACKSON TN)
TN
06/27/2018 - 12/02/2019
AMERIPRISE FINANCIAL SERVICES, INC. (Jackson TN)
TN
12/02/2004 - 09/25/2018
INVESTMENT PROFESSIONALS, INC. (JACKSON TN)
AL
04/30/2002 - 11/04/2004
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
BC
Issued 05/13/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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