Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chase? Claim Your ProfileChase Lucas Collins is an Investment Advisor Representative with Fidelity Personal and Workplace Advisors. Chase is a licensed professional with experience in the financial services industry, and has been providing investment advice to clients since 2019. Chase has a strong commitment to helping their clients achieve their financial goals. They hold Series 6, 7, 63, 66, 9, and 10 licenses and is registered in multiple states. Chase provides portfolio management and financial planning services to individuals, families, businesses, and charitable organizations.
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.
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
FL
07/24/2021 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
FL
12/09/2019 - 04/07/2021
WELLS FARGO CLEARING SERVICES, LLC (TAMPA FL)
BOTH
Issued 01/08/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/04/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/13/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/09/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/15/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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