Unclaimed
Chase Hinderstein is a financial advisor currently working with Raymond James & Associates, Inc. Chase has over 25 years of experience in the financial services industry. Chase has a broad range of experience and expertise across various financial services and holds licenses for both securities and investment advisory services. Chase's prior experience includes working at Robert W. Baird & Co. Incorporated and Ferris, Baker Watts Incorporated, among other firms. Chase is registered in a wide range of states.
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.
Please see note in schedule d - miscellaneous
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
VA
09/19/2022 - Present
Raymond James & Associates, Inc. (Reston VA)
VA
07/25/2007 - 09/25/2022
ROBERT W. BAIRD & CO. INCORPORATED (RESTON VA)
VA
05/06/2003 - 08/02/2007
FERRIS, BAKER WATTS INCORPORATED (RESTON VA)
MD
10/20/1998 - 05/05/2003
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
08/13/1997 - 10/22/1998
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
05/20/1997 - 06/24/1997
JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)
IA
Issued 01/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 05/19/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Chase Hinderstein is the right advisor for you? Invested Better is here to help.