Unclaimed
Chad Salvador is a registered representative with J.p. Morgan Securities LLC. Chad has been in the securities industry since November 2007. Chad has a Series 66, a Series 7, and a SIE. Chad has a total of 25 approved SRO, FINRA, and state registrations. Chad is currently registered with the state of California and Texas. Chad's previous employers include WELLS FARGO ADVISORS, LLC and WELLS FARGO INVESTMENTS, LLC. Chad has experience in portfolio management for individuals and businesses. Chad specializes in financial planning, pension consulting, and selection of other advisers. Chad can help clients in Arizona, California, Delaware, Florida, Hawaii, Idaho, Illinois, Indiana, Missouri, Nevada, North Carolina, Oregon, Pennsylvania, Texas, Utah, and Washington.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
10/12/2021 - Present
J.p. Morgan Securities LLC (ROSEVILLE, CA)
CA
12/17/2010 - 02/02/2016
WELLS FARGO ADVISORS, LLC (ROSEVILLE CA)
CA
11/05/2007 - 12/17/2010
WELLS FARGO INVESTMENTS, LLC (ROSEVILLE CA)
BOTH
Issued 11/13/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2007
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Chad Salvador is the right advisor for you? Invested Better is here to help.