Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Taylor Stogel is a securities professional with over 14 years of experience in the financial services industry. Chad is currently registered with Sami Brokerage LLC in Stamford, Connecticut. Chad previously worked at Trillium Trading LLC in New York, New York. Chad has a strong track record of success in the securities industry and is dedicated to providing clients with exceptional service. Chad holds FINRA Series 7, 55, 57TO, and SIE licenses and is a registered representative in Connecticut, Iowa, and New York.
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.
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CT
01/01/2012 - Present
Sami Brokerage LLC (STAMFORD CT)
NY
07/04/2008 - 01/04/2010
TRILLIUM TRADING LLC (NEW YORK NY)
BC
Issued 02/24/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2008
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/03/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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