Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chaise? Claim Your ProfileChaise Lathrop is a financial advisor with over two years of experience in the industry. Chaise is currently registered with Osaic Wealth, Inc. and is licensed to provide financial advice in California. Prior to joining Osaic Wealth, Inc., Chaise was with Securities America, Inc. and Charles Schwab & Co., Inc. Chaise is committed to providing clients with personalized financial advice and helping them achieve their financial goals. Chaise has a deep understanding of the financial markets and is dedicated to providing clients with the best possible investment advice.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
06/14/2024 - Present
Osaic Wealth, Inc. (WATSONVILLE CA)
CA
10/06/2023 - 06/14/2024
SECURITIES AMERICA, INC. (WATSONVILLE CA)
CA
01/25/2022 - 08/10/2023
CHARLES SCHWAB & CO., INC. (Soquel CA)
CA
01/11/2021 - 11/14/2021
J.P. MORGAN SECURITIES LLC (MARINA CA)
BC
Issued 01/22/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/11/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/09/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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