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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chance? Claim Your ProfileChance Joseph Leiseth is a financial advisor at Empirical Wealth Management. Chance has been in the financial services industry since November 2011 and has a Series 7, Series 63, Series 65, and SIE license. Chance has also earned the Certified Financial Planner designation. The advisor has experience working with individuals, businesses, and charitable organizations. Chance is currently registered as an Investment Advisor Representative in California, Texas, and Washington. Chance is also affiliated with Empirical Insurance, LLC, an insurance planning firm. Chance's office is located at 1420 5TH AVE, SUITE 3150 in SEATTLE, WA.
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.
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.
Tax preparation and insurance services
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
10/06/2021 - Present
Empirical Wealth Management (San Francisco CA)
CA
11/28/2012 - 09/08/2021
FIDELITY BROKERAGE SERVICES LLC (BERKELEY CA)
IA
Issued 05/20/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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