Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chase? Claim Your ProfileChase Cole Grundy is a financial advisor associated with Facet. Chase has been a registered investment advisor representative for 5 years. Chase has a Series 7, Series 66, and SIE. Chase is also a Certified Financial Planner™. Chase has experience working with individuals and high net worth individuals.
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.
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.
1
2
MD
06/20/2023 - Present
Facet (BALTIMORE MD)
TN
02/28/2019 - 11/25/2019
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
TN
08/02/2018 - 02/27/2019
SECURIAN FINANCIAL SERVICES, INC. (BRENTWOOD TN)
BOTH
Issued 12/05/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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