Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Sundem is a registered Investment Advisor Representative with Vanguard Advisers, Inc. Chad has been in the industry since 1995 and is currently registered with the state of Arizona and Texas. Chad has earned the Series 6, 7, and 63 licenses and the SIE exam. Chad is also a Certified Financial Planner. In addition to working for Vanguard Advisers, Inc., Chad is also a landlord.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
AZ
06/21/2016 - Present
Vanguard Advisers, Inc. (SCOTTSDALE AZ)
BC
Issued 02/08/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2006
Series 7 - General Securities Representative Examination
BC
Issued 12/22/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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