Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Burtrum is a financial advisor with over 27 years of experience in the industry. Chad is currently registered with Nylife Securities LLC and is licensed to conduct business in Michigan. Chad has passed the Series 6, 7, 26, 63 and SIE exams and has experience in working with a range of clients.
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.
1
2
MI
09/21/2005 - Present
Nylife Securities LLC (OKEMOS MI)
NJ
05/04/1995 - 09/06/2005
PRUCO SECURITIES, LLC. (NEWARK NJ)
IA
Issued 07/06/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/03/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Chad Burtrum is the right advisor for you? Invested Better is here to help.
