Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chadwick? Claim Your ProfileChadwick Suntay is a financial advisor with over 20 years of experience in the financial industry. Chadwick is a Certified Financial Planner and Chartered Financial Consultant, and has been a registered representative with Securities America, Inc. since 2009. Currently, Chadwick is with Osaic Wealth, Inc. and has been registered with the firm since 2024. Chadwick is registered to provide investment advice in California and Texas. Chadwick's primary focus is providing comprehensive financial planning services and investment advisory services to individuals and businesses. He has a strong understanding of the needs of high net worth individuals and corporations and is committed to helping clients achieve their financial goals.
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.
1
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 08/21/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Chadwick Suntay is the right advisor for you? Invested Better is here to help.
