Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chase? Claim Your ProfileChase Frederick is a financial advisor at Tiaa-Cref Individual & Institutional Services, LLC. Chase has over 20 years of experience in the financial services industry. Chase holds a Series 7, Series 24, Series 26, Series 52, and Series 63 licenses. Chase is also a registered investment advisor in Massachusetts and Texas. Chase specializes in financial planning, portfolio management, and the selection of other advisors. Chase has a strong commitment 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.
Helps you choose top advisors aligned with your financial 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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
TX
09/08/2006 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Frisco TX)
TX
11/13/2002 - 01/05/2006
STATE FARM VP MANAGEMENT CORP. (SCHERTZ TX)
MI
07/13/1998 - 08/10/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 03/15/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/12/2014
Series 24 - General Securities Principal Examination
BC
Issued 09/04/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/1998
Series 7 - General Securities Representative Examination
BC
Issued 07/10/1998
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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