Unclaimed
Chadi Majed is an active broker and investment advisor representative, registered in Arizona and Texas, with over 15 years of experience in the financial services industry. Chadi is currently associated with J.p. Morgan Securities LLC, a well-established firm with a strong reputation in the financial services industry. Chadi has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley Smith Barney, USAA Financial Advisors, Inc., and Charles Schwab & Co., Inc., demonstrating Chadi's commitment to providing comprehensive financial services.
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.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
AZ
09/13/2013 - Present
J.p. Morgan Securities LLC (SUN CITY AZ)
AZ
09/27/2010 - 02/13/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
AZ
08/31/2009 - 09/28/2010
MORGAN STANLEY SMITH BARNEY (SCOTTSDALE AZ)
AZ
04/24/2009 - 06/08/2009
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
02/15/2008 - 02/11/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SCOTTSDALE AZ)
AZ
08/23/2007 - 01/30/2008
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
BOTH
Issued 03/19/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/05/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 08/22/2007
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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