Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chadwick? Claim Your ProfileChadwick Jackson Myers is an active investment advisor representative and municipal advisor representative with over 24 years of experience in the financial services industry. Chadwick is registered with Raymond James & Associates, Inc. in Tennessee and Texas. Chadwick previously worked at MORGAN KEEGAN & COMPANY, INC. in Memphis, Tennessee from 1999 to 2013. Chadwick has a wide range of certifications including Series 7, 52, 53, 54, 50, 63, 65, 79, and SIE. Chadwick specializes in providing financial planning, portfolio management, and other advisory services to individuals, corporations, and institutions.
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
TN
05/06/2024 - Present
Raymond James & Associates, Inc. (MEMPHIS TN)
TN
07/09/1999 - 01/02/2013
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
IA
Issued 04/25/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/18/2019
Series 54 - Municipal Advisor Principal Qualification Examination
BC
Issued 08/27/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2017
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 09/08/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/08/1999
Series 52 - Municipal Securities 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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