Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chase? Claim Your ProfileChase David Shellberg is a registered representative with Raymond James Financial Services Advisors, Inc. Chase has been in the financial industry since 2021 and is licensed in Colorado and Texas. Chase is a member of the Regional home Visitation program finance committee and is also employed by Bank of Colorado and Bank of Colorado Investment Services. Chase provides investment advice to individuals, businesses, and retirement plans. Chase is also registered as an Investment Advisor Representative.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CO
01/10/2024 - Present
Raymond James Financial Services Advisors, Inc. (Yuma CO)
BOTH
Issued 02/10/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/21/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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