Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Balhoff is a registered representative and investment advisor representative at Fifth Third Securities, Inc. Chad has been in the financial services industry since July 2003. Chad is registered with the state of Ohio and has passed the Series 6, 7, 63, and 65 exams as well as the SIE exam. Chad has worked at several firms including Citizens Securities, Inc., Fifth Third Securities, Inc., PNC Investments, NatCity Investments, Inc., and Charter One Securities, Inc.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
1
2
OH
10/27/2017 - Present
Fifth Third Securities, Inc. (FREMONT OH)
OH
10/16/2014 - 10/30/2017
CITIZENS SECURITIES, INC. (EAST TOLEDO OH)
OH
02/17/2012 - 10/20/2014
FIFTH THIRD SECURITIES, INC. (HOLLAND OH)
OH
11/13/2009 - 01/31/2012
PNC INVESTMENTS (SWANTON OH)
OH
10/22/2004 - 11/13/2009
NATCITY INVESTMENTS, INC. (TOLEDO OH)
OH
06/30/2003 - 10/22/2004
CHARTER ONE SECURITIES, INC. (CLEVELAND OH)
IA
Issued 3/17/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/25/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/15/2010
Series 7 - General Securities Representative Examination
BC
Issued 6/26/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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