Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chase? Claim Your ProfileChase Jordan Bellefeuille is a registered investment advisor with Wells Fargo Advisors Financial Network, LLC. Chase is a licensed advisor in Colorado, Texas, and other states. Chase has worked in the financial services industry since 2021. Prior to joining Wells Fargo Advisors, Chase was affiliated with LPL Financial LLC and Thrivent Investment Management Inc. Chase holds the Series 7TO, Series 66, and SIE licenses. Chase is a registered investment advisor representative with Wells Fargo Advisors Financial Network, LLC.
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.
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.
Investment consulting services to institutional clients
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
CO
05/22/2024 - Present
Wells Fargo Advisors Financial Network, LLC (LOVELAND CO)
CO
03/07/2022 - 05/23/2024
LPL FINANCIAL LLC (LOVELAND CO)
CO
02/10/2021 - 03/08/2022
THRIVENT INVESTMENT MANAGEMENT INC. (Fort Collins CO)
BOTH
Issued 03/02/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/10/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/06/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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