Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chase? Claim Your ProfileChase Dapello is a financial advisor at Wells Fargo Advisors Financial Network, LLC with over 5 years of experience in the industry. Chase holds a Series 7, 66, and SIE licenses. Chase is registered with the state of California and Texas. Chase's clients primarily include high-net-worth individuals, corporations and pension and profit-sharing plans. Chase specializes in financial planning, portfolio management, investment consulting services to institutional clients and selection of other advisors.
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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CA
05/11/2022 - Present
Wells Fargo Advisors Financial Network, LLC (WESTLAKE VILLAGE CA)
BOTH
Issued 11/17/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/05/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/25/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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