Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chase? Claim Your ProfileChase Pearson is an Investment Advisor Representative with Thrivent Investment Management Inc. Chase has been active in the securities industry since March 7, 2024. Chase has a Series 66 license, which allows him to provide investment advice in Oklahoma, Texas and District of Columbia. Chase also holds a Series 7TO and a SIE license. Chase was previously registered with MWA Financial Services, Inc. in Illinois.
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.
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
OK
05/22/2024 - Present
Thrivent Investment Management Inc. (Edmond OK)
IL
03/08/2024 - 04/23/2024
MWA FINANCIAL SERVICES INC. (ROCK ISLAND IL)
BOTH
Issued 05/08/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/08/2024
Series 7TO - General Securities Representative Examination
BC
Issued 12/03/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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