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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Terry Joshpe is a financial advisor registered with Fortis Capital Advisors, LLC. Chad has been in the financial services industry since 2005 and has a strong track record of helping individuals and families achieve their financial goals. Chad is a Certified Financial Planner and a Chartered Financial Consultant. Chad specializes in working with high-net-worth individuals, families, and small businesses. Chad provides a range of financial services, including financial planning, investment management, and retirement planning. Chad is committed to providing personalized financial advice and helping clients make informed decisions about their money. Chad is also a motivational speaker and coach.
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.
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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KS
09/06/2024 - Present
Fortis Capital Advisors, LLC (PRAIRIE VILLAGE KS)
NH
03/25/2017 - 09/06/2024
MML INVESTORS SERVICES, LLC (Sutton NH)
NY
02/11/2008 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (NEW YORK NY)
NY
02/17/2005 - 02/26/2008
NATIONAL SECURITIES CORPORATION (NEW YORK NY)
BC
Issued 02/24/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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