Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Ronald Lehr is a registered investment advisor representative with MML Investors Services, LLC. Chad has been in the industry since 2015. Chad holds Series 6, Series 63, Series 65, and SIE licenses. Chad is registered in California, District of Columbia, Georgia, Indiana, Maryland, New Jersey, North Carolina, Virginia and Washington. Chad specializes in providing financial planning, pension consulting, and educational seminars. Chad also provides portfolio management services to both individuals and businesses. Chad works with clients of all types but specializes in working with individuals, high net worth individuals, corporations and businesses, pension and profit sharing plans, charitable organizations, insurance companies and trusts. Chad's firm, MML Investors Services, LLC, is a large firm with over 7,000 employees and manages over $72 billion in assets.
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.
Asset allocation programs
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.
Solicitors fees
1
2
VA
02/25/2016 - Present
MML Investors Services, LLC (Glen Allen VA)
IA
Issued 12/23/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/06/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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