Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chase? Claim Your ProfileChase Dossa is a financial advisor with LPL Financial LLC, a registered investment advisor. Chase has been in the industry since 2018 and holds a Series 7, Series 63 and SIE licenses. He has experience with Franklin Templeton Financial Services Corp. and Franklin/Templeton Distributors, Inc. Chase is registered to provide financial advice in California. His previous work experience includes working in Rancho Cordova, CA. Chase's current office is located in San Diego, CA. Chase's clients include corporations, charitable organizations, high net worth individuals, individuals, and pension and profit-sharing plans.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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
CA
04/12/2021 - Present
LPL Financial LLC (SAN DIEGO CA)
CA
05/18/2020 - 10/12/2020
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (RANCHO CORDOVA CA)
CA
05/16/2018 - 10/08/2020
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (RANCHO CORDOVA CA)
BC
Issued 06/06/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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