Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Royer is a financial professional with over 10 years of experience in the industry. Chad is currently registered with PFS Investments Inc., a firm that provides investment advisory services to individuals, corporations, and charitable organizations. Chad has a wide range of experience in the financial services industry, having previously worked at J.P. Morgan Securities LLC. Chad is licensed to sell securities in Maryland and New York.
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.
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.
A percentage of the total value of assets under management is charged.
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NY
08/17/2016 - Present
PFS Investments Inc. (ELMSFORD NY)
NY
07/26/2013 - 08/13/2014
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
BC
Issued 08/07/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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