Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Speziale is a financial advisor in Boca Raton, FL. Chad has been in the financial services industry since 1996 and has experience with a variety of financial products and services. Chad is currently registered with Independent Financial Partners and has been a Registered Representative with the firm since 2019. Chad's previous experience includes positions with LPL Financial LLC, Wachovia Securities, LLC, SouthTrust Securities, LLC, Liberty Securities Corporation, Citicorp Investment Services, and Dean Witter Reynolds Inc. Chad specializes in working with individuals, high-net-worth individuals, and charitable organizations.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
FL
03/21/2019 - Present
Independent Financial Partners (Deerfield Beach FL)
FL
12/09/2005 - 05/23/2019
LPL FINANCIAL LLC (BOCA RATON FL)
FL
04/23/2005 - 12/12/2005
WACHOVIA SECURITIES, LLC (FORT LAUDERDALE FL)
AL
03/19/1999 - 04/23/2005
SOUTHTRUST SECURITIES, LLC (BIRMINGHAM AL)
NY
04/07/1999 - 04/19/2000
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NY
07/10/1997 - 03/18/1999
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
01/04/1996 - 03/26/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
08/30/1995 - 09/01/1995
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 02/09/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/27/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 08/29/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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