Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chase? Claim Your ProfileChase Manning Flint is a financial advisor with over 7 years of experience in the industry. Chase is registered with Raymond James Financial Services Advisors, Inc. and has a Series 66, Series 7 and SIE licenses. Chase has previously worked at LPL Financial LLC and Bruce A. Lefavi Securities, Inc.. Chase's specializations include financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals. Chase is a financial advisor with expertise in retirement planning and financial advice.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
UT
08/03/2018 - Present
Raymond James Financial Services Advisors, Inc. (SOUTH OGDEN UT)
UT
08/25/2017 - 07/26/2018
LPL FINANCIAL LLC (OGDEN UT)
UT
07/05/2017 - 08/09/2017
LPL FINANCIAL LLC (LAYTON UT)
UT
07/07/2016 - 07/10/2017
BRUCE A. LEFAVI SECURITIES, INC. (SALT LAKE CITY UT)
BOTH
Issued 09/26/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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