Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chase? Claim Your ProfileChase Henry Grosse is a financial advisor with over 7 years of experience in the industry. Chase currently works at Osaic Wealth, Inc., a firm that manages over $94.5 billion in assets. Before joining Osaic Wealth, Inc., Chase worked for Arete Wealth Management, LLC, National Securities Corporation, and Ameriprise Financial Services, LLC. Chase holds licenses and certifications in Series 66, SIE, and Series 7 and specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for businesses and individuals. Chase serves clients in Arizona, California, Connecticut, Florida, Illinois, Maryland, Massachusetts, Minnesota, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Texas, Virginia, and Washington.
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.
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2
NY
09/18/2023 - Present
Osaic Wealth, Inc. (JERICHO NY)
NY
07/21/2022 - 09/19/2023
ARETE WEALTH MANAGEMENT, LLC (Melville NY)
NY
11/20/2020 - 07/21/2022
NATIONAL SECURITIES CORPORATION (MELVILLE NY)
NY
06/29/2016 - 12/01/2020
AMERIPRISE FINANCIAL SERVICES, LLC (MELVILLE NY)
BOTH
Issued 07/25/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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