Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Thuner is a registered representative with Lincoln Investment, a financial services firm. Chad has been in the financial services industry since 2006 and has a wide range of experience. Chad is also the President of Huber Sprinkler Service, Inc. and Blue Key Capital, LLC. Chad is dedicated to providing his clients with personalized financial advice and guidance.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
01/11/2023 - Present
Lincoln Investment (Fort Washington PA)
FL
08/12/2019 - 03/26/2021
CALTON & ASSOCIATES, INC. (TAMPA FL)
ND
07/07/2006 - 08/13/2019
CAPITAL FINANCIAL SERVICES, INC. (Minot ND)
ND
02/08/2007 - 08/17/2009
INTEGRITY FUNDS DISTRIBUTOR, INC. (MINOT ND)
ND
01/06/2005 - 06/14/2006
INLAND NATIONAL SECURITIES, INC. (MINOT ND)
BOTH
Issued 05/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/18/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/24/2022
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/24/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/24/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/24/2022
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/24/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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