Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Weinmaster is a financial advisor at Wells Fargo Advisors Financial Network, LLC, and Wells Fargo Clearing Services, LLC. Chad is based in Denver, Colorado and has been working in the financial industry since 2000. Chad's areas of specialization include Retirement Planning, College Savings, Investment Management, Estate Planning, and Insurance. Chad has been registered with the state of Colorado since 2001 and is a licensed financial advisor in Arkansas, Massachusetts, Nebraska, Utah, and Wyoming.
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.
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.
Investment consulting services to institutional clients
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
CO
05/01/2023 - Present
Wells Fargo Advisors Financial Network, LLC (DENVER CO)
CO
09/23/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (DENVER CO)
WI
03/22/2005 - 12/08/2008
WELLS FARGO FUNDS DISTRIBUTOR, LLC (MENOMONEE FALLS WI)
WI
11/10/2000 - 03/23/2005
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
BOTH
Issued 09/23/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/26/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/30/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/07/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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