Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chase? Claim Your ProfileChase Christopher Petter is an investment advisor representative with Equity Services, Inc. Chase has been in the industry since February 2025. Chase has Series 63 and Series 65 securities licenses and holds multiple insurance licenses. Chase has been a registered representative with Equity Services, Inc. since February 2025, and was previously employed by CETERA ADVISOR NETWORKS and CETERA INVESTMENT ADVISERS LLC. Chase has a strong focus on working with individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.
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.
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.
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TX
02/11/2025 - Present
Equity Services, Inc. (ADDISON TX)
Active
Inactive
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