Chad Slate, Cfp®,Mba, Aif®, Cpfa®

Chad Slate, Cfp®,Mba, Aif®, Cpfa® Email and Phone Number

Pathfinder Wealth Consulting @ Pathfinder Wealth Consulting
wilmington, north carolina, united states
Chad Slate, Cfp®,Mba, Aif®, Cpfa®'s Location
Wilmington, North Carolina, United States, United States
Chad Slate, Cfp®,Mba, Aif®, Cpfa®'s Contact Details

Chad Slate, Cfp®,Mba, Aif®, Cpfa® personal email

n/a
About Chad Slate, Cfp®,Mba, Aif®, Cpfa®

Chad Slate, Cfp®,Mba, Aif®, Cpfa® is a Pathfinder Wealth Consulting at Pathfinder Wealth Consulting. He possess expertise in series 7, series 66, portfolio management, investments, marketing and 31 more skills. He is proficient in Spanish, French and Philippine languages.

Chad Slate, Cfp®,Mba, Aif®, Cpfa®'s Current Company Details
Pathfinder Wealth Consulting

Pathfinder Wealth Consulting

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Pathfinder Wealth Consulting
wilmington, north carolina, united states
Website:
pwcpath.com
Employees:
9
Chad Slate, Cfp®,Mba, Aif®, Cpfa® Work Experience Details
  • Pathfinder Wealth Consulting
    Associate Wealth Advisor
    Pathfinder Wealth Consulting Nov 2022 - Present
    Wilmington, North Carolina, United States
    As an Advisor with Pathfinder Wealth Consulting I am able to leverage a phenomenal team to work with our clients to provide exemplary financial planning and investment management for all stages of life.Advisory Services offered through Commonwealth Financial Network®, a Registered Investment Adviser. Pathfinder Wealth Consulting is located at 4018 Oleander Drive, Suite 102. Wilmington, NC 28403. This communication is strictly intended for individuals residing in the state of NC. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html.
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  • I9 Sports
    Soccer Coordinator
    I9 Sports Mar 2023 - Present
    Leland, North Carolina, United States
    I am pleased to team with i9 Sports to help grow their youth soccer program in Leland, NC. Providing a safe and encouraging place for young people to learn the game of soccer and some wonderful core values like teamwork, sportsmanship and respect while building friendships and self-esteem.
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  • [Self-Employed]
    Security And Business Development Manager
    [Self-Employed] Oct 2002 - Present
    Wilmington, North Carolina Area
    I have been traveling in the US and Asia working with my wife as the marketing and business manager for our business to expand our area by growing territories across the US as well as India, the Philippines, Malaysia, Australia, and England. I also oversee the security of our events and personnel during our extensive travels.
  • Raymond James
    Financial Advisor
    Raymond James Jul 2019 - Oct 2022
    Wilmington, North Carolina Area
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  • Sound Harbor Wealth Partners
    Wealth Partner
    Sound Harbor Wealth Partners Jun 2019 - Oct 2022
    Wilmington, North Carolina Area
    I have returned to my financial roots to work with my old friend and partner, Brad Hudson.
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  • Sound Harbor Wealth Partners
    Wealth Partner
    Sound Harbor Wealth Partners Jun 2019 - Oct 2022
    Wilmington, North Carolina Area
    As a Financial Advisor at Raymond James Financial Services and a Wealth Partner at Sound Harbor Wealth Partners, I am aligned with amazing people and an amazing company that help me strive to create opportunities for families to reach their financial goals.
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  • Palaka Dive Center
    Divemaster
    Palaka Dive Center Nov 2017 - Feb 2018
    Siargao. Philippines
    Great experience while travelling in the Philippines.
  • Cubic
    Ptoc
    Cubic Sep 2014 - Jun 2016
    Jacksonville, North Carolina Area
    Cubic is a diversified systems and services company in transportation and defense markets worldwide. We are a leading technology and specialized services company with a worldwide presence in nearly 60 nations. Cubic employs approximately 8,000 people worldwide. What We DoAt Cubic, we provide our customers with choice and best value in high technology systems and services. As specialists in revenue collection solutions for public transport, our transportation business is shaping the way people travel in the world’s largest cities.Cubic’s defense businesses provide comprehensive mission support services and training systems that strengthen the readiness of national militaries and security forces. Our communications and cyber products safeguard and transmit data in real world operations.We also track assets for commercial and military customers who need to know about their assets 24/7 anywhere in the world.
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  • Line Up Media. Llc
    Cfo/Contributing Editor
    Line Up Media. Llc Mar 2006 - Jan 2015
    Wilmington, North Carolina Area
    As a writer, Contributing Editor and CFO I oversee the financial planning of Line Up Media, LLC. as well as create and edit content for the magazine and the website. We have more exciting news coming in the near future. The countdown is on to the rebirth of Line Up Media. Stay tuned for the resurgence of Line Up!
  • Self
    Writer
    Self Jan 2001 - Jan 2015
    I was the ghostwriter for More Than Make Up-A Guide to Finding Strength and Leadership Within You. i have also done extensive freelance writing for multiple publications.
  • Dunhill Professional Search & Government Systems
    Executive Recuiter
    Dunhill Professional Search & Government Systems 2012 - Nov 2014
    Wilmington, North Carolina Area
    More than solutions. Results.
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  • Raymond James Financial Services Inc., Member Finra/Sipc
    Director Of Operations
    Raymond James Financial Services Inc., Member Finra/Sipc Jan 2011 - Jul 2012
    I have joined my longtime friend, Brad Hudson, at his Raymond James office on Oleander Dr. in Wilmington, NC.
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  • Castlebranch
    Project Manager
    Castlebranch Nov 2007 - Feb 2009
    Oversee the creation, design, implementation, and SEO of new social networking projects and auxiliary applications.
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Chad Slate, Cfp®,Mba, Aif®, Cpfa® Skills

Series 7 Series 66 Portfolio Management Investments Marketing Retirement Sales Operations Management Financial Analysis Asset Managment Finance Event Planning Budgets Customer Service Public Speaking Equities Strategic Financial Planning Loans Research Analysis Financial Planners Writing Publishing Copy Editing Creative Strategy Seo Editing Strategy Training Entrepreneurship Executive Management Social Networking Management Asset Management Leadership Project Management

Chad Slate, Cfp®,Mba, Aif®, Cpfa® Education Details

Frequently Asked Questions about Chad Slate, Cfp®,Mba, Aif®, Cpfa®

What company does Chad Slate, Cfp®,Mba, Aif®, Cpfa® work for?

Chad Slate, Cfp®,Mba, Aif®, Cpfa® works for Pathfinder Wealth Consulting

What is Chad Slate, Cfp®,Mba, Aif®, Cpfa®'s role at the current company?

Chad Slate, Cfp®,Mba, Aif®, Cpfa®'s current role is Pathfinder Wealth Consulting.

What is Chad Slate, Cfp®,Mba, Aif®, Cpfa®'s email address?

Chad Slate, Cfp®,Mba, Aif®, Cpfa®'s email address is ch****@****ers.com

What is Chad Slate, Cfp®,Mba, Aif®, Cpfa®'s direct phone number?

Chad Slate, Cfp®,Mba, Aif®, Cpfa®'s direct phone number is +191023*****

What schools did Chad Slate, Cfp®,Mba, Aif®, Cpfa® attend?

Chad Slate, Cfp®,Mba, Aif®, Cpfa® attended University Of North Carolina At Wilmington, University Of North Carolina Wilmington.

What skills is Chad Slate, Cfp®,Mba, Aif®, Cpfa® known for?

Chad Slate, Cfp®,Mba, Aif®, Cpfa® has skills like Series 7, Series 66, Portfolio Management, Investments, Marketing, Retirement, Sales, Operations Management, Financial Analysis, Asset Managment, Finance, Event Planning.

Who are Chad Slate, Cfp®,Mba, Aif®, Cpfa®'s colleagues?

Chad Slate, Cfp®,Mba, Aif®, Cpfa®'s colleagues are Maggie Ernst, Angela Kelly, Karen Brock, Cfp®, Jim Trull, Aif®, Cfp®, Jason Wheeler, John Zachary, Cfp®, Crc®, Walter Hutsell.

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