Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chase? Claim Your ProfileChase Addison Grant is a financial advisor with Raymond James Financial Services Advisors, Inc. Chase has been in the financial industry since 2009. Chase has a Series 7, Series 9, Series 10 and Series 66. Chase works in the Oklahoma City, OK branch office. Chase has also worked with several other firms including Big Bull Little Bear LLC, Allen Americans, Oklahoma Estate Attorneys PLLC, and Grant Estate Law, LLC.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
OK
01/26/2022 - Present
Raymond James Financial Services Advisors, Inc. (OKLAHOMA CITY OK)
BOTH
Issued 03/25/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/31/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/17/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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