Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chase? Claim Your ProfileChase Fitzgerald is a financial advisor at Stifel, Nicolaus & Company, Inc. Chase has been in the industry since 2022 and holds the Series 7TO, Series 63 and SIE licenses. Chase is registered to provide securities services in Missouri. Prior to joining Stifel, Nicolaus & Company, Inc., Chase worked at TD AMERITRADE, INC. Chase specializes in providing financial planning, portfolio management, and pension consulting services to a wide range of clients, including individuals, businesses, and institutions.
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.
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.
1
2
MO
04/16/2024 - Present
Stifel, Nicolaus & Company, Inc. (CLAYTON MO)
MO
10/28/2022 - 03/27/2024
TD AMERITRADE, INC. (St. Louis MO)
BC
Issued 11/08/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/31/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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