Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chet? Claim Your ProfileChet Haddaway McWilliams has been in the financial services industry since October 4, 1987 and is currently registered with Osaic Wealth, Inc. Chet Haddaway McWilliams is a Series 6, 7, 24, 63 and 72 licensed professional. Chet Haddaway McWilliams offers financial planning, pension consulting, educational seminars and portfolio management for individuals and businesses. Chet Haddaway McWilliams is also a Chartered Financial Consultant. Chet Haddaway McWilliams is licensed in the following states: Arkansas, California, Connecticut, Delaware, District of Columbia, Florida, Georgia, Indiana, Maryland, Massachusetts, Montana, Nebraska, New Jersey, North Carolina, Pennsylvania, South Carolina, Texas and Virginia.
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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2
MD
01/24/2025 - Present
Osaic Wealth, Inc. (CAMBRIDGE MD)
CA
10/05/1987 - 05/13/1994
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
BC
Issued 06/30/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1989
Series 7 - General Securities Representative Examination
BC
Issued 10/02/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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