Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chase? Claim Your ProfileChase Lyn Van dam is a financial advisor registered with Wells Fargo Clearing Services, LLC. Chase has been in the industry since 2008. Chase is currently licensed to offer investment advice in Alaska, Arizona, California, Colorado, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kentucky, Louisiana, Massachusetts, Michigan, Minnesota, Missouri, Nebraska, Nevada, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, and Wisconsin. Chase is also registered with the state of Texas as an investment advisor representative. Chase holds Series 66, Series 7 and SIE licenses. Chase has previously been employed with Fifth Third Securities, Inc. and Edward Jones. Chase is also the treasurer for Oakland Christian Reformed Church.
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
MI
07/23/2020 - Present
Wells Fargo Clearing Services, LLC (GRAND RAPIDS MI)
MI
03/08/2011 - 01/25/2016
FIFTH THIRD SECURITIES, INC. (HOLLAND MI)
MI
05/09/2008 - 01/04/2011
EDWARD JONES (DORR MI)
MI
03/11/2008 - 08/19/2008
BROKERS FROM CAMPBELL, INC. (CALEDONIA MI)
BOTH
Issued 08/04/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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