Unclaimed
Chad Ontko is a financial advisor with Allstate Financial Services, LLC in College Station, Texas. Chad has been in the financial services industry since February 10, 2012. Chad has a Series 66 license as well as Series 7 and SIE licenses. Chad has been registered with the state of Texas as a broker since April 25, 2017. Chad previously worked for Raymond James Financial Services, Inc. and Edward Jones.
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.
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.
1
2
TX
04/25/2017 - Present
Allstate Financial Services, LLC (College Station TX)
TX
11/19/2015 - 10/07/2016
RAYMOND JAMES FINANCIAL SERVICES, INC. (LUBBOCK TX)
TX
05/12/2011 - 09/04/2015
EDWARD JONES (BRYAN TX)
BOTH
Issued 05/24/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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