Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chase? Claim Your ProfileChase Crean is a financial professional with over two years of experience in the financial services industry. Chase is currently a registered representative at D.a. Davidson & Co. Prior to joining D.a. Davidson & Co., Chase was a financial advisor at Raymond James & Associates, Inc. and NatWest Markets Securities Inc. Chase holds several securities licenses, including Series 7, Series 63, Series 86, Series 87 and Series 79. Chase specializes in portfolio management, financial planning and pension consulting.
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.
A percentage of the total value of assets under management is charged.
1
2
MA
03/01/2022 - Present
D.a. Davidson & Co. (BOSTON MA)
NY
12/13/2021 - 03/15/2022
RAYMOND JAMES & ASSOCIATES, INC. (NEW YORK NY)
CT
09/06/2018 - 10/07/2020
NATWEST MARKETS SECURITIES INC. (STAMFORD CT)
BC
Issued 09/17/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 12/11/2021
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 11/13/2021
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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