Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shad? Claim Your ProfileShad Newhart is a financial advisor with Cetera Advisor Networks LLC and Cetera Investment Services LLC. Shad has been in the industry since 2002 and has a wide range of experience. Shad is registered in Maryland and Pennsylvania. Shad holds Series 7, 52, 63, and 65 licenses as well as the SIE. Shad is a licensed financial advisor with over two decades of experience providing financial advice and investment services.
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.
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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2
PA
01/28/2019 - Present
Cetera Advisor Networks LLC (MECHANICSBURG PA)
PA
04/02/2014 - 11/08/2017
GRANT WILLIAMS L.P. (PHILADELPHIA PA)
PA
12/11/2006 - 04/16/2013
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
NJ
04/18/2006 - 11/30/2006
INVEST FINANCIAL CORPORATION (MEDFORD NJ)
NJ
05/12/2004 - 04/20/2006
WACHOVIA SECURITIES, LLC (VOORHEES NJ)
MI
03/27/2000 - 05/05/2004
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
BC
Issued 10/03/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/04/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/08/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/24/2000
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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