Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chase? Claim Your ProfileChase D. Conti is an investment advisor representative at Waldron Private Wealth, a firm based in Bridgeville, Pennsylvania. Conti is registered with the state of Pennsylvania and Texas. Conti holds the Series 65 license, has a Certified Financial Planner designation, and is a registered representative of Waldron Private Wealth. Conti's specialties include financial planning, insurance planning, and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Insurance planning
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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2
PA
02/07/2023 - Present
Waldron Private Wealth (BRIDGEVILLE PA)
IA
Issued 08/22/2011
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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