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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chadd? Claim Your ProfileChadd Eaton is a financial advisor with Raymond James & Associates, Inc. with over 8 years of experience in the industry. Chadd has experience working with a variety of clients, including individuals, businesses, insurance companies, charitable organizations, and pension and profit-sharing plans. Chadd holds a Series 6, 7, 63, and 66 license and is registered in numerous states. Chadd specializes in providing financial planning, portfolio management, and investment advisory services. Prior to joining Raymond James & Associates, Chadd worked at Wells Fargo Clearing Services, LLC and T. Rowe Price Investment Services, Inc.. Chadd Eaton can help you reach your 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Please see note in schedule d - miscellaneous
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
FL
05/20/2024 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
02/28/2018 - 05/22/2024
WELLS FARGO CLEARING SERVICES, LLC (CLEARWATER FL)
FL
03/16/2016 - 02/22/2018
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
BOTH
Issued 12/01/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/25/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/2016
Series 7 - General Securities Representative Examination
BC
Issued 03/16/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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