Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad William Turner is a financial professional with over 20 years of experience in the industry. Chad has been registered with the state of Iowa since 2004. Chad is currently registered with Principal Securities, Inc. in Cedar Falls, Iowa and Des Moines, Iowa. Chad's previous employment includes Principal Funds Distributor, Inc. in Des Moines, Iowa. Chad holds Series 6, 7, 24, 63 and 65 licenses. Chad is a dedicated financial professional who is committed to helping clients achieve their financial goals.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
04/12/2005 - Present
Principal Securities, Inc. (CEDAR FALLS IA)
IA
10/04/2007 - 09/30/2008
PRINCIPAL FUNDS DISTRIBUTOR, INC. (DES MOINES IA)
IA
Issued 03/24/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2002
Series 7 - General Securities Representative Examination
BC
Issued 05/09/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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