Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chantal? Claim Your ProfileChantal Jasmine Naugle is an Investment Adviser Representative at IEQ Capital, LLC. Chantal has been registered with the SEC since November 20, 2024. Chantal passed the Uniform Investment Adviser Law Examination in November 2024. Chantal has prior work experience at West Valley-Mission Community College District, Pizza Antica, IEQ CAPITAL, LLC, West Valley College, Stanford University, and Lynbrook High School.
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.
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
11/20/2024 - Present
IEQ Capital, LLC (FOSTER CITY CA)
Active
Inactive
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