Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chase? Claim Your ProfileChase Atkinson is an investment advisor representative with Fidelity Personal And Workplace Advisors. Chase has been working in the financial industry since 2019. Chase holds the Series 7, Series 63, and Series 66 licenses. Chase is registered to provide investment advice in Texas.
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.
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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2
TX
02/17/2022 - Present
Fidelity Personal AND Workplace Advisors (WESTLAKE TX)
TX
07/02/2019 - 03/11/2021
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 08/21/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/02/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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