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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Quinn Porzig is a financial advisor registered in Arizona. Chad Porzig is associated with Cetera Investment Advisers LLC, which is based in Schaumburg, Illinois. Chad Porzig has been in the industry since 2006. Chad Porzig has passed the Series 6, Series 63, Series 65 and SIE exams. Chad Porzig has a record of offering financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and portfolio management for individuals.
TUCSON, AZ
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
AZ
05/05/2021 - Present
Cetera Investment Advisers LLC (TUCSON AZ)
NJ
12/21/2018 - 06/01/2020
AVANTAX INVESTMENT SERVICES, INC. (Mountain Lakes NJ)
NJ
05/31/2006 - 12/07/2018
PFS INVESTMENTS INC. (OAKLAND NJ)
IA
Issued 10/5/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/27/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/30/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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