Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chase? Claim Your ProfileChase Dumonthier is a financial professional registered with Northwestern Mutual Investment Services, LLC. Chase has been in the industry since November 2023 and holds Series 7TO, SIE, and Series 63 licenses. Chase is currently registered in Illinois and North Carolina.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
IL
11/03/2023 - Present
Northwestern Mutual Investment Services, LLC (LOMBARD IL)
BC
Issued 02/05/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/23/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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