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Chad Marks

10 Years of Experience
Hudson, OH
Broker

Chad Marks is a registered investment advisor, based in Hudson, OH, with 10 years of industry experience.

Location

80 W Streeetsboro St, Hudson, OH, 44236

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Chad mentors employees, originates loans, and runs teller transactions at FNB. He is also a notary.

Employment History
Current Registrations
Cetera Investment Advisers LLC
July 2019 - Present · 7 yrs
Cetera Investment Services LLCBroker
July 2019 - Present · 7 yrs
Previous Registrations
Citizens Securities, INC.Broker
May 2016 - April 2019 · 2 yrs 11 mos
The Huntington Investment CompanyBroker
April 2015 - April 2016 · 1 yr
State Registrations1 state
OH
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Chad Marks - Financial Advisor | TrueAdvisor