Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chase? Claim Your ProfileChase Rene Sandera is a financial advisor registered with Wells Fargo Clearing Services, LLC. Chase Sandera has been in the financial industry for over 6 years and has experience providing financial planning, investment consulting, and portfolio management services to individual and institutional clients. Chase Sandera is licensed to sell securities in Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Idaho, Maryland, Massachusetts, Michigan, Minnesota, Montana, Nevada, New Jersey, New Mexico, New York, Oregon, South Carolina, Virginia, Washington and Wyoming. Chase Sandera holds Series 63, Series 66, Series 7TO, and SIE licenses.
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.
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.
Investment consulting services to institutional clients
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.
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2
CA
03/15/2024 - Present
Wells Fargo Clearing Services, LLC (EL SEGUNDO CA)
CA
09/30/2020 - 09/27/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EL SEGUNDO CA)
CA
01/30/2020 - 08/26/2020
WELLS FARGO CLEARING SERVICES, LLC (BEVERLY HILLS CA)
BC
Issued 04/05/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 03/09/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/24/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/26/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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