Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Kreda is an Investment Advisor Representative with Mainstay Capital Management, LLC. Chad has been in the financial services industry since 2016 and has held several positions in various financial firms before joining Mainstay Capital Management, LLC. Chad is a registered Investment Advisor Representative in Michigan. Chad holds the Series 65 license and has passed the Uniform Investment Adviser Law Examination. Chad is passionate about financial planning and portfolio management. Chad specializes in providing financial planning, portfolio management, and educational seminars to individuals and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
MI
05/05/2023 - Present
Mainstay Capital Management, LLC (GRAND BLANC MI)
IA
Issued 11/16/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Chad Kreda is the right advisor for you? Invested Better is here to help.
