Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chase? Claim Your ProfileChase Anthony Perry is a financial advisor with Beaird Harris. Chase has been in the industry since 2010. Chase is registered with the state of Texas and is a Certified Financial Planner. Chase holds the Series 63, Series 66, Series 7 and SIE licenses. Chase specializes in financial planning, portfolio management for individuals and pension consulting.
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.
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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TX
10/21/2020 - Present
Beaird Harris (DALLAS TX)
TX
04/02/2010 - 03/06/2020
FIDELITY BROKERAGE SERVICES LLC (PLANO TX)
BOTH
Issued 10/13/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/12/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/01/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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