Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chase? Claim Your ProfileChase Piatko is a financial professional with over 3 years of experience in the industry. Chase is currently registered with Equitable Advisors, LLC, and has been with the firm since July 2024. Chase previously worked at Ameriprise Financial Services, LLC and Raymond James Financial Services, Inc. Chase holds Series 7, 63, and 66 licenses. Chase is an experienced financial planner and portfolio manager, and focuses on providing financial advice to individuals, high-net-worth individuals, corporations, and pension plans.
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
NC
07/29/2024 - Present
Equitable Advisors, LLC (CHARLOTTE NC)
TN
10/18/2022 - 07/26/2024
AMERIPRISE FINANCIAL SERVICES, LLC (ALCOA TN)
OH
06/13/2022 - 10/12/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (NAVARRE OH)
OH
08/11/2020 - 06/17/2022
PRUCO SECURITIES, LLC. (Independence OH)
BOTH
Issued 01/06/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/01/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/17/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/11/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/14/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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