Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Stephen Durniak is an Investment Advisor Representative at Fisher Investments, registered in Florida and Texas. Chad has over 20 years of experience in the financial services industry, and has held various positions at firms such as State Farm VP Management Corp, Milton Hershey School, Durniak Insurance & Financial Services, Allstate Insurance Co, and Manatee Charter School. Chad holds the Series 63, 65, and 66 licenses. Chad is a licensed insurance agent and provides insurance services. Chad's practice specializes in providing portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
09/16/2024 - Present
Fisher Investments (Tampa FL)
Active
Inactive
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