Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Rose is an investment advisor representative with Olympus Capital, LLC. Chad is registered in Texas. Chad has experience in the financial services industry since 2016 and has completed the Series 66, Series 7, and SIE exams. Chad specializes in financial planning and portfolio management for individuals. Chad is also associated with Rose Management, Inc. and Rose Capital Advisors.
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.
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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TX
11/11/2020 - Present
Olympus Capital, LLC (RICHARDSON TX)
TX
06/29/2016 - 12/03/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
BOTH
Issued 09/01/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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