Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chase? Claim Your ProfileChase Altneu is an active investment advisor representative with Morgan Stanley. Chase has been in the industry for over 14 years. Chase has a broad range of experience and has worked at several financial institutions. Chase is a registered investment advisor representative in New York and Texas. Chase has a variety of specializations in investment management, including fixed income, equities, mutual funds, alternative investments, and retirement planning. Chase is committed to providing his clients with personalized financial advice and guidance.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
07/27/2016 - Present
Morgan Stanley (New York NY)
NY
09/21/2012 - 06/10/2016
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
06/01/2009 - 10/15/2012
MORGAN STANLEY (NEW YORK NY)
NY
12/15/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 05/08/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2012
Series 3 - National Commodity Futures Examination
BC
Issued 12/13/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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