Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chadwick? Claim Your ProfileChadwick Lynn Hargis is a financial advisor with over 20 years of experience in the industry. Chadwick currently works at Cetera Investment Advisers LLC, specializing in various financial services. Prior to joining Cetera Investment Advisers LLC, Chadwick worked for Ameriprise Financial Services, Inc., Ameriprise Advisor Services, Inc., UBS Financial Services Inc., and A. G. Edwards & Sons, Inc. Chadwick is registered with FINRA and the state of Florida. Chadwick has a strong commitment to providing his clients with personalized financial advice and helping them achieve their financial goals.
Satellite Beach, FL
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.
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.
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2
FL
03/21/2024 - Present
Cetera Investment Advisers LLC (Satellite Beach FL)
FL
10/05/2009 - 09/19/2013
AMERIPRISE FINANCIAL SERVICES, INC. (MELBOURNE FL)
FL
04/17/2009 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (VIERA FL)
FL
04/08/2005 - 05/05/2009
UBS FINANCIAL SERVICES INC. (MELBOURNE FL)
MO
01/09/2003 - 04/13/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 1/16/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/8/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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