Unclaimed
Chase Waltz is a registered representative with Directed Services LLC. Chase has been in the securities industry since May 7, 2015. Chase holds the Series 6 and SIE licenses. Chase was previously registered with VOYA FINANCIAL PARTNERS, 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.
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.
1
2
IA
12/13/2019 - Present
Directed Services LLC (DES MOINES IA)
IA
04/14/2015 - 11/18/2019
VOYA FINANCIAL PARTNERS, LLC (DES MOINES IA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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