Unclaimed
Chase McVay is a financial advisor at Northwestern Mutual Investment Services, LLC in Metairie, Louisiana. Chase has a Series 63, Series 6TO, and SIE license. Chase is currently registered in Florida, Illinois, Louisiana, Massachusetts, Mississippi, New Jersey, New York, North Carolina, and Virginia. Chase McVay is licensed to sell securities in these states.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
LA
02/17/2023 - Present
Northwestern Mutual Investment Services, LLC (METAIRIE LA)
BC
Issued 03/17/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/02/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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