Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chet? Claim Your ProfileChet Saunders has been active in the financial services industry since February 6, 1994. Chet is a registered representative with Osaic Wealth, Inc. and has been with the firm since September 2023. Chet provides investment advisory services to individuals, high net worth individuals, pension and profit sharing plans, corporations and other businesses, state or municipal government entities, and charitable organizations. Chet has also been registered with Sagepoint Financial, Inc., H. Beck, Inc., and American General Securities Incorporated. Chet is licensed to provide investment advisory services in Arizona, District of Columbia, Florida, Georgia, Indiana, Kansas, Maryland, Ohio, Oregon, Texas, and Virginia. Chet is committed to providing his clients with the highest level of service and expertise.
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
OH
09/01/2023 - Present
Osaic Wealth, Inc. (FAIRBORN OH)
OH
11/16/2011 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (FAIRBORN OH)
OH
09/24/2009 - 12/12/2011
H. BECK, INC. (FAIRBORN OH)
OH
10/31/2008 - 09/28/2009
SAGEPOINT FINANCIAL, INC. (DAYTON OH)
OH
10/01/2002 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (DAYTON OH)
TX
02/07/1994 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 10/21/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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