Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Denike is a financial advisor with LPL Financial LLC and has been in the industry for over 18 years. Chad has experience in both investment advisory and broker-dealer roles. He is licensed to offer investment advice and sell securities in several states, including California, Colorado, Florida, Illinois, Louisiana, Michigan, South Carolina, and Wisconsin. Chad holds the Series 7, 6, and 63 securities licenses, and the Series 65 investment advisor license. Chad is also registered with the Financial Industry Regulatory Authority (FINRA). Chad is committed to providing his clients with personalized financial advice and investment management services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
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MI
09/26/2024 - Present
LPL Financial LLC (CADILLAC MI)
MI
06/21/2002 - 06/12/2020
PRINCIPAL SECURITIES, INC. (Cadillac MI)
IA
Issued 03/29/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/20/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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