Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chase? Claim Your ProfileChase Robert Buteaux is a financial advisor who is currently registered with Avantax Advisory Services. Chase has been in the financial services industry for over 10 years and has experience in financial planning for both individuals and businesses. Chase has held prior positions with Raymond James Financial Services and J.P. Morgan Securities LLC. He is a registered representative in Louisiana. Chase earned his Series 7, 66, and SIE securities licenses. Chase is committed to providing his clients with personalized financial advice and helping them reach 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.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
10/14/2024 - Present
Avantax Advisory Services (DALLAS TX)
LA
06/14/2023 - 05/21/2024
J.P. MORGAN SECURITIES LLC (LAFAYETTE LA)
LA
12/21/2022 - 04/05/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (BREAUX BRIDGE LA)
BC
Issued 06/14/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/21/2022
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2022
Series 7TO - General Securities Representative Examination
Active
Inactive
F
FINRA
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