Unclaimed
Chad Quevedo Parilla is a financial professional with over 16 years of experience in the industry. Chad is currently registered with Lincoln Financial Distributors, Inc. in Fort Wayne, IN. Previously, Chad was registered with Lincoln Financial Advisors Corporation, Missionsquare Investment Services, Ameritas Investment Corp. and MML Investors Services, Inc. Chad holds Series 6, Series 63 and Series 65 licenses, and the SIE exam. Chad has worked in multiple states, including California, Washington DC, Indiana, Louisiana and Tennessee.
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.
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.
1
2
IN
05/01/2024 - Present
Lincoln Financial Distributors, Inc. (FORT WAYNE IN)
IN
09/13/2022 - 05/01/2024
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
DC
01/31/2012 - 09/09/2022
MISSIONSQUARE INVESTMENT SERVICES (WASHINGTON DC)
CA
06/18/2009 - 12/31/2011
AMERITAS INVESTMENT CORP. (SAN RAMON CA)
CA
12/14/2006 - 02/03/2009
MML INVESTORS SERVICES, INC. (WALNUT CREEK CA)
IA
Issued 08/14/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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