Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chadwick? Claim Your ProfileChadwick Thomas is a financial professional with over 10 years of experience in the industry. Chadwick currently works as a Financial Professional at Cetera Investment Advisers LLC in Overland Park, KS. Chadwick is registered as a Registered Representative in Kansas and a Registered Investment Advisor. Chadwick holds the Series 66, Series 7TO and SIE exams. Chadwick's professional experience includes roles at Copaken Brooks, Lawrence Country Club, Philadelphia Insurance Companies, Mi Ranchito, and Prosperity Advisors, LLC. Chadwick's experience and expertise are focused on providing financial services to individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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
KS
03/21/2024 - Present
Cetera Investment Advisers LLC (OVERLAND PARK KS)
BOTH
Issued 07/28/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/07/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/06/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Chadwick Thomas is the right advisor for you? Invested Better is here to help.
