Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chase? Claim Your ProfileChase Douglas McLendon is a financial advisor currently registered with Raymond James Financial Services Advisors, Inc. in Saint Petersburg, Florida. Prior to their current position, Chase was a financial advisor at Trinity Wealth Securities, L.L.C. in Tampa, Florida. Chase is licensed to offer securities advice in 54 states and holds the Series 63, Series 65, Series 7, Series 6 and SIE licenses. Chase has worked in the financial industry since 2020.
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
FL
05/17/2022 - Present
Raymond James Financial Services Advisors, Inc. (SAINT PETERSBURG FL)
FL
09/17/2020 - 03/22/2022
TRINITY WEALTH SECURITIES, L.L.C. (Tampa FL)
BC
Issued 11/21/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/31/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/17/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/03/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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