Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chase? Claim Your ProfileChase Naccarato is a registered investment advisor representative, with over 7 years of experience in the financial industry. Chase has been with Cuso Financial Services, LP, a San Diego-based company, since November 2018. Chase has also been registered with the state of Washington as an investment advisor representative since February 2019. Chase holds the Series 7, Series 63, and Series 66 securities licenses. In addition, Chase is a graduate of the University of Montana and Whitworth University, and has experience with a variety of companies, including The Vanguard Group, Inc., and Equis Financial. Chase is committed to providing personalized financial advice to individuals and families, and is dedicated to helping clients achieve their financial goals.
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.
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2
WA
02/25/2019 - Present
Cuso Financial Services, LP (Spokane WA)
AZ
11/07/2017 - 07/06/2018
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 02/19/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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