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Fady Youssef Chaccour

First Heartland Consultants, Inc.

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About Fady Youssef Chaccour

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.

Firm Information

Fady Chaccour is currently registered with First Heartland Consultants, Inc.. First Heartland Consultants, Inc. is an investment advisory firm headquartered in LAKE ST. LOUIS, MO. The firm has over 100 licensed agents, investment adviser representatives, and registered representatives, and manages over $1.7 billion in assets. First Heartland Consultants, Inc. provides financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals, businesses, and pension and profit-sharing plans. The firm also participates in wrap fee programs.
First Heartland Consultants, Inc.

4101 LAKE ST. LOUIS BLVD

LAKE ST. LOUIS, MO 63367

$1.72B

Assets Under Management

48

Total Clients

96

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Fady Chaccour’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 3 public disclosures for Fady Youssef Chaccour. Review regulatory record here.
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