CS
CFP
CS
CFP
Chad Speziale
29 Years of Experience
Deerfield Beach, FL
1 DisclosureBrokerSells Insurance
Chad Speziale is a CFP-designated registered investment advisor, based in Deerfield Beach, FL, with 29 years of industry experience.
Location
455 Fairway Drive, Ste 220, Deerfield Beach, FL, 33441
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Regulatory History (1)
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Customer Dispute
May 2012Settled
Other Business ActivitiesSells Insurance
Chad is involved with Chadwick Wealth Management, Inc. for tax/investment purposes. He also sells fixed insurance products, dedicating minimal time to this activity, and owns Nole Real Estate Holdings LLC, spending minimal time to rent, buy, and sell real estate.
Employment History
Current Registrations
Ifp Securities, LLCBroker
May 2019 - Present · 7 yrs
Independent Financial Partners
March 2019 - Present · 7 yrs 2 mos
Previous Registrations
LPL Financial LLC
December 2005 - April 2019 · 13 yrs 4 mos
LPL Financial LLCBroker
December 2005 - May 2019 · 13 yrs 5 mos
Wachovia Securities, LLC
April 2005 - December 2005 · 8 mos
Wachovia Securities, LLCBroker
April 2005 - December 2005 · 8 mos
Liberty Securities CorporationBroker
April 1999 - April 2000 · 1 yr
Southtrust Securities, LLCBroker
March 1999 - April 2005 · 6 yrs 1 mo
Southtrust Securities, INC.
March 1999 - December 2004 · 5 yrs 9 mos
Citicorp Investment ServicesBroker
July 1997 - March 1999 · 1 yr 8 mos
Dean Witter Reynolds INC.Broker
January 1996 - March 1997 · 1 yr 2 mos
Smith Barney INC.Broker
August 1995 - September 1995 · 1 mo
State Registrations12 states
CACOFLILINMONCNJNYPATXVA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.