Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chandra? Claim Your ProfileChandra L Hackett is a financial advisor with Ameriprise Financial Services, LLC. Chandra has been in the financial services industry since 1990. Chandra is registered with the state of Wisconsin as an investment advisor representative and a broker. Chandra is also registered with the state of Texas as a broker. Chandra has a Series 7, Series 63 and a SIE license. Chandra has experience working with individuals, high-net-worth individuals, corporations, trusts, charitable organizations, and pension and profit-sharing plans. Chandra provides financial planning, asset allocation, pension consulting, educational seminars, and publication of periodicals. Chandra is affiliated with Ameriprise Financial Services, LLC, Morgan Stanley, and Morgan Stanley & Co. Incorporated.
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.
Asset allocation services
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
WI
10/07/2016 - Present
Ameriprise Financial Services, LLC (Mequon WI)
WI
06/01/2009 - 10/21/2016
MORGAN STANLEY (MEQUON WI)
WI
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MEQUON WI)
WI
01/03/1990 - 04/02/2007
MORGAN STANLEY DW INC. (MEQUON WI)
BC
Issued 01/04/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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