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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chantal? Claim Your ProfileChantal Balcom is a financial advisor with over 26 years of experience in the financial services industry. Chantal is currently registered with Cadaret, Grant & Co., Inc. Chantal has also been registered with several other firms throughout her career including ROYAL ALLIANCE ASSOCIATES, INC. and VERITRUST FINANCIAL, LLC. Chantal is registered as an Investment Advisor Representative in Washington and Texas and is also a Registered Representative in several states. Chantal Balcom has a strong track record of providing financial advice to individual investors, high-net-worth individuals, corporations, and pension plans. Chantal has a range of experience in financial planning, portfolio 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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WA
09/26/2022 - Present
Cadaret, Grant & CO., Inc. (Kirkland WA)
WA
11/16/2012 - 10/11/2022
ROYAL ALLIANCE ASSOCIATES, INC. (KIRKLAND WA)
WA
06/10/2005 - 11/19/2012
VERITRUST FINANCIAL, LLC (KIRKLAND WA)
CO
01/01/2004 - 07/06/2005
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
OH
01/27/1998 - 01/01/2004
VESTAX SECURITIES CORPORATION (HUDSON OH)
IN
10/01/1997 - 01/09/1998
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
IN
03/27/1996 - 10/01/1997
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
CA
03/27/1996 - 04/23/1996
EQUITY PROGRAMS CORPORATION (SAN DIEGO CA)
IA
Issued 09/26/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/31/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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