Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chadwick? Claim Your ProfileChadwick Canine is a financial advisor with over 20 years of experience in the financial services industry. Chadwick has held previous roles at J.P. Morgan Securities LLC, William Blair & Company L.L.C., American Express Financial Advisors Inc., and IDS Life Insurance Company. Chadwick is currently a Managing Director at Mariner Independent, where Chadwick provides investment advisory services. Chadwick specializes in financial planning, portfolio management, and pension consulting. Chadwick has a diverse client base, serving individuals, corporations, charitable organizations, and pension and profit-sharing plans. Chadwick is a Certified Financial Planner (CFP) and a Chartered Financial Analyst (CFA).
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.
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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TX
03/10/2022 - Present
Mariner Independent (Wimberley TX)
CA
05/29/2013 - 11/25/2014
SIGNATOR INVESTORS, INC. (LOS ANGELES CA)
CA
11/05/2009 - 03/01/2013
J.P. MORGAN SECURITIES LLC (LOS ANGELES CA)
IL
09/20/2004 - 11/12/2009
WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)
MN
06/25/2001 - 10/26/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/25/2001 - 10/26/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 01/22/2010
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 07/06/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/25/2014
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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