Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chadwick? Claim Your ProfileChadwick P. Suntay is a financial advisor registered with Osaic Wealth, Inc. Chadwick has over 20 years of experience in the financial services industry. Chadwick holds a Series 6, Series 7TO, Series 63, and Series 65 license. He is also a Certified Financial Planner (CFP®) and a Chartered Financial Consultant (ChFC®). Chadwick's clients include individuals, high-net-worth individuals, businesses, and retirement plans. Chadwick specializes in financial planning, investment management, and retirement planning.
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
CA
06/14/2024 - Present
Osaic Wealth, Inc. (SACRAMENTO CA)
CA
01/23/2009 - 06/14/2024
SECURITIES AMERICA, INC. (MILPITAS CA)
CA
11/01/2006 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (SAN JOSE CA)
CA
08/09/2006 - 10/30/2006
SECURITIES AMERICA, INC. (SAN JOSE CA)
CA
10/31/2005 - 08/07/2006
AIG FINANCIAL ADVISORS, INC. (SAN JOSE CA)
AZ
08/30/2001 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
GA
04/16/2001 - 09/20/2001
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 8/21/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/13/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/23/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/11/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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