Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chase? Claim Your ProfileChase Miller Buchanan is a registered investment advisor representative in the state of Kentucky. Chase is currently employed at Osaic Wealth, Inc. where they have been working since January 2024. Prior to this role, Chase was employed by Woodbury Financial Services, Inc. from October 2022 to January 2024. Chase holds both a Series 66 and Series 7TO license. Chase also provides insurance products and sales for The Life Associates Inc., which contributes to a full financial scope for clients. Chase is a registered investment advisor representative in Arkansas, Colorado, Florida, Illinois, Indiana, Kentucky, South Carolina, Texas, and Washington.
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.
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
KY
09/24/2024 - Present
Osaic Wealth, Inc. (BENTON KY)
KY
10/25/2022 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (BENTON KY)
BOTH
Issued 2/1/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/24/2022
Series 7TO - General Securities Representative Examination
BC
Issued 9/8/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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