Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Winchester is a financial advisor with Wells Fargo Clearing Services, LLC in St. Louis, Missouri. Chad has been in the financial services industry since 2014 and is registered to provide investment advice in North Carolina. Prior to joining Wells Fargo Clearing Services, LLC Chad was employed by National Planning Corporation and Triad Advisors, Inc. Chad holds Series 7, 24, and 66 licenses. He also has experience in financial planning, portfolio management for individuals, and investment consulting services to institutional 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.
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
MO
12/08/2021 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
12/13/2018 - 01/03/2020
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
NC
06/30/2016 - 12/13/2016
NATIONAL PLANNING CORPORATION (CHARLOTTE NC)
NC
07/06/2015 - 07/01/2016
TRIAD ADVISORS, INC. (Charlotte NC)
NC
10/15/2014 - 03/03/2015
NATIONAL PLANNING CORPORATION (CHARLOTTE NC)
BOTH
Issued 10/16/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/25/2014
Series 24 - General Securities Principal Examination
BC
Issued 12/13/2016
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2014
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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