Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chase? Claim Your ProfileChase Parker Withrow is a financial advisor at Mighty OAK Management LLC, a firm that provides financial planning, portfolio management for individuals, and consulting services. Chase Withrow has over 20 years of experience in the financial services industry and has held positions at several firms including LEIGH BALDWIN & CO., LLC, RAYMOND JAMES FINANCIAL SERVICES, INC., and WESTPORT RESOURCES INVESTMENT SERVICES, INC. Chase Withrow is a registered Investment Advisor Representative in Connecticut and Georgia. Chase Withrow is also a Registered Principal and holds several industry certifications.
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.
Personalized portfolio management to meet individual financial objectives.
Consulting
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
CT
02/23/2024 - Present
Mighty OAK Management LLC (EASTON CT)
MD
02/03/2005 - 09/30/2013
LEIGH BALDWIN & CO., LLC (CROFTON MD)
FL
07/20/2000 - 01/26/2005
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
TX
01/10/1997 - 06/21/2000
WESTPORT RESOURCES INVESTMENT SERVICES, INC. (FT. WORTH TX)
NY
04/19/1990 - 02/25/1998
NUTMEG SECURITIES, LTD. (NEW YORK NY)
NA
03/03/1989 - 04/12/1990
JESUP & LAMONT, INCORPORATED
NA
09/04/1986 - 12/03/1988
EVANS & CO., INC.
NA
04/14/1978 - 09/23/1986
ADVEST, INC.
NA
06/18/1975 - 05/25/1978
FITTIN, CUNNINGHAM & LAUZON, INC.
NA
07/10/1974 - 07/01/1975
LAIDLAW ADAMS & PECK INC
NA
03/20/1973 - 11/15/1973
TOLL & CO INC
NA
02/17/1970 - 04/15/1973
THOMSON MCKINNON SECURITIES INC.
IA
Issued 02/27/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/15/1990
Series 24 - General Securities Principal Examination
BC
Issued 05/31/1989
Series 4 - Registered Options Principal Examination
BC
Issued 02/10/1983
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 04/26/1976
Series 12 - NYSE Branch Manager Examination
BC
Issued 08/26/1968
Series 000 - General Securities Principal Examination
BC
Issued 08/26/1968
Series 1 - Registered Representative Examination
Active
Inactive
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