AdFi
FY

Fady Youssef Chaccour

Investment Adviser Representative at FIRST HEARTLAND CONSULTANTS, INC.

Westlake, OHCRD #2195970Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
34 yrs
States Registered
8 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 8 states
CaliforniaFloridaMassachusettsNew YorkNorth CarolinaOhioSouth CarolinaTexas
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 5/4/1998
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 9/21/1998
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 12/20/1991
Series 24
General Securities Principal Examination
Passed 2/14/2000

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.0175
Source

First Heartland Consultants, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

FIRST HEARTLAND CONSULTANTS, INC.Current
2/1/2016Westlake, OH
MY ADVISORS GROUP
5/11/20102/1/2016Westlake, OH
VALMARK ADVISERS, INC.
5/15/20031/29/2016Westlake, OH
RIVER FINANCIAL GROUP
6/17/20034/26/2010Rocky River, OH

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at FIRST HEARTLAND CONSULTANTS, INC.

Showing 12 of 93 in the directory

View FIRST HEARTLAND CONSULTANTS, INC. firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Fady Youssef Chaccour has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Fady Youssef Chaccour - Financial Advisor in Westlake, OH | AdvisorFinder