Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chase? Claim Your ProfileChase Franklin Alcorn is a financial advisor with Janney Montgomery Scott LLC in Ligonier, PA. Chase has been working in the financial services industry since June 2019. Chase has a Series 7, Series 66, and SIE license and is a Certified Financial Planner. Chase is registered to provide securities and investment advisory services in 38 states and the District of Columbia. Chase previously worked with LPL Financial LLC. Chase has a total of 38 approved state registrations and 2 approved Investment Advisor registrations.
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.
Fee plus commission
1
2
PA
03/11/2021 - Present
Janney Montgomery Scott LLC (LIGONIER PA)
PA
06/24/2019 - 02/12/2021
LPL FINANCIAL LLC (SHIPPENVILLE PA)
BOTH
Issued 07/29/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/24/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/24/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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