Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chase? Claim Your ProfileChase Cameron Smith is a registered Investment Advisor Representative with Independent Financial Partners. Chase holds Series 6, 7, and 66 licenses. Chase is a financial advisor who is registered in Alabama, Florida, Georgia, Mississippi and North Carolina. Chase is a financial advisor who specializes in financial planning, pension consulting and educational seminars. Chase has over 7 years of experience in the financial industry. Chase previously worked with Madison Avenue Securities and PlanMember Securities.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
FL
01/22/2024 - Present
Independent Financial Partners (New Smyrna Beach FL)
FL
07/28/2016 - 08/30/2023
MADISON AVENUE SECURITIES, LLC (Winter Park FL)
FL
01/05/2016 - 07/28/2016
PLANMEMBER SECURITIES CORPORATION (OCALA FL)
BOTH
Issued 02/02/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2018
Series 7 - General Securities Representative Examination
BC
Issued 01/05/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Chase Smith is the right advisor for you? Invested Better is here to help.
