Unclaimed
Chase Hoffman is a financial professional with experience in the industry since June 17, 2017. Chase is currently registered with John Hancock Distributors LLC. Previously, Chase was registered with Nationwide Investment Services Corporation and Nationwide Securities, LLC. Chase is licensed in Massachusetts. Chase has passed the Series 63, SIE, and Series 6 exams.
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.
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.
1
2
MA
08/08/2023 - Present
John Hancock Distributors LLC (BOSTON MA)
OH
07/07/2020 - 08/03/2023
NATIONWIDE INVESTMENT SERVICES CORPORATION (GRANDVIEW HEIGHTS OH)
OH
10/09/2019 - 07/09/2020
NATIONWIDE SECURITIES, LLC (Grandview Heights OH)
OH
06/14/2017 - 10/15/2019
NATIONWIDE INVESTMENT SERVICES CORPORATION (GRANDVIEW HEIGHTS OH)
BC
Issued 08/25/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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