Unclaimed
Fady Chaccour is a financial advisor with over 28 years of experience in the industry. Fady currently works as a financial advisor with First Heartland Consultants, Inc. and is a registered representative with FINRA. Fady has a wide range of experience in financial planning, pension consulting, and portfolio management. Fady is a Chartered Financial Consultant. Fady specializes in providing financial advisory services to individuals, businesses, 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
OH
03/25/2019 - Present
First Heartland Consultants, Inc. (Westlake OH)
OH
05/01/2003 - 01/29/2016
VALMARK SECURITIES, INC. (WESTLAKE OH)
MA
02/12/1998 - 05/30/2003
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
OH
05/06/1996 - 02/19/1998
WRP INVESTMENTS, INC. (YOUNGSTOWN OH)
NY
10/20/1994 - 05/23/1996
ILICOB SALES CORPORATION (LOCKPORT NY)
MA
12/23/1991 - 06/16/1994
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
12/23/1991 - 06/16/1994
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BC
Issued 05/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/20/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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