Chad W. Dolan
Professional summary
Chad W Dolan is a registered financial professional currently at BEACONSFIELD FINANCIAL SERVICES, INC. located in Connellsville, Pennsylvania.
Chad is registered as a RR (Registered Representative) and started their career in finance in 2001. Chad has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Chad W Dolan's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 4, 2009 - Present
BEACONSFIELD FINANCIAL SERVICES, INC.
December 1, 2003 - August 4, 2009
WRP INVESTMENTS, INC.
July 27, 2001 - December 5, 2003
OSAIC WEALTH, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/25/2017)
(5/3/2013)
(9/19/2019)
(2/27/2023)
(7/16/2015)
(1/17/2023)
(6/17/2014)
(8/4/2009)
(1/22/2014)
(8/4/2009)
Exams
FINRA
Current Firm
BEACONSFIELD FINANCIAL SERVICES, INC.
CRD#: 14634 / SEC#: , 8-30993
Contact information
FINRA licenses (26 States and Territories)
Disclosures
| Regulatory Event | 1 |
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