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CN

Chetan R. Notaria

INVESTMENT RESOURCES CENTER
PALATINE, IL 60074-6321
Some features on this profile are disabled
CRD#: 2994089
CN

Professional summary

Chetan R Notaria is a registered financial advisor currently at INVESTMENT RESOURCES CENTER located in Palatine, Illinois.

Chetan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Chetan has worked at 8 firms and has passed the Series 65, Series 63 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
PLANNING RESOURCES CENTER, INC. ADDRESS: 728 E. NORTHWEST HIGHWAY, SUITE 300, PALATINE, IL 60074. AN INSURANCE AGENCY (NON INVESTMENT RELATED), TECHNOLOGY & BUSINESS DEVELOPMENT CONSULTING. COMPANY PRESIDENT. ABOUT 10 HRS/WEEK

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CRS (Client Relationship Summary) - RIA

Click below to view Chetan R Notaria's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 3, 2012 - Present

INVESTMENT RESOURCES CENTER

Office #1: 728 East Northwest Highway Suite 300, Palatine, IL 60074-6321
RIA
CRD#: 156996
PALATINE, IL
Past

January 9, 2006 - December 31, 2010

FORTUNE FINANCIAL SERVICES, INC.

BD
CRD#: 42150
PALATINE, IL
Past

September 20, 2005 - December 20, 2005

FORTUNE FINANCIAL SERVICES, INC.

BD
CRD#: 42150
MONACA, PA
Past

March 24, 2004 - August 20, 2004

EASTERN POINT ADVISORS INC.

RIA
CRD#: 107123
PALATINE, IL
Past

March 24, 2004 - August 20, 2004

INVESTORS CAPITAL CORP.

BD
CRD#: 30613
LYNNFIELD, MA
Past

December 18, 2001 - March 31, 2004

FSC SECURITIES CORPORATION

RIA
CRD#: 7461
PALATINE, IL
Past

March 2, 2001 - March 31, 2004

FSC SECURITIES CORPORATION

BD
CRD#: 7461
ATLANTA, GA
Past

July 23, 1999 - March 8, 2001

METROPOLITAN LIFE INSURANCE COMPANY

BD
CRD#: 4095
NEW YORK, NY
Past

July 23, 1999 - March 8, 2001

MSI FINANCIAL SERVICES, INC.

BD
CRD#: 14251
SPRINGFIELD, MA
Past

March 20, 1998 - December 4, 1998

NYLIFE SECURITIES LLC

BD
CRD#: 5167
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Illinois
(1/3/2012)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/16/2001
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/6/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6
Date: 3/19/1998
Investment Company Products/Variable Contracts Representative Examination

Current Firm

IR
INVESTMENT RESOURCES CENTER
INVESTMENT RESOURCES CENTER | PLANNING RESOURCES CENTER, INC. | INVESTMENT RESOURCES CENTER, LLC

CRD#: 156996 / SEC#:

Illinois
Registered Investment Advisory firm - (1/3/2012 Approved)
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Contact information

Main Address
728 East Northwest Highway Suite 300, Palatine, IL 60074-6321
Mailing Address
Phone number
(847) 701-0253
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts50
AUM (Assets Under Management)$ 6,120,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

INVESTMENT RESOURCES CENTER

CRD#: 156996Palatine, IL 60074-6321

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