Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chadd? Claim Your ProfileChadd Mukete is a financial professional with experience in the financial services industry. Chadd has been registered with FINRA since 2021 and holds Series 7TO, Series 63, and SIE licenses. Chadd is currently employed with HSBC Securities (USA) Inc. and previously worked at Citigroup Global Markets Inc. and Credit Suisse Securities (USA) LLC. Chadd works with individual investors and institutional clients, including high net worth individuals, pooled investment vehicles, and corporations. Chadd focuses on providing asset allocation recommendations and selecting other advisors. Chadd's experience and qualifications position Chadd to provide a wide range of financial services to 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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Provide asset alloc recommendations & based upon such recommendations 3rd party adv to manage assets pursuant to client approval
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
03/18/2024 - Present
Hsbc Securities (usa) Inc. (NEW YORK NY)
NY
06/29/2023 - 06/07/2024
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
09/14/2021 - 04/24/2023
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BC
Issued 08/13/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/09/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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