Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Agnew is a financial advisor with over 20 years of experience in the financial services industry. Chad is currently registered with Charles Schwab & CO., Inc., and is licensed in multiple states. Previously, Chad worked for TD Ameritrade, Inc., SCOTTRADE, INC., and Goldman, Sachs & Co. Chad provides a range of services to clients, including financial planning and selection of other advisors. Chad also has experience as a youth and high school baseball umpire.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
IL
01/13/2022 - Present
Charles Schwab & CO., Inc. (Schaumburg IL)
IL
04/03/2023 - 05/19/2024
TD AMERITRADE, INC. (Oak Brook IL)
IL
04/17/2017 - 12/20/2018
TD AMERITRADE, INC. (CHICAGO IL)
IL
11/08/2016 - 04/18/2017
SCOTTRADE, INC. (SCHAUMBURG IL)
NY
12/14/2009 - 06/27/2016
GOLDMAN, SACHS & CO. (NEW YORK NY)
IL
07/24/2000 - 12/17/2009
DWS INVESTMENTS DISTRIBUTORS, INC (CHICAGO IL)
BOTH
Issued 04/21/2017
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/25/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/18/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/09/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/21/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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