Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chase? Claim Your ProfileChase Wietecha is a financial advisor at J.p. Morgan Institutional Investments Inc. Chase has been in the industry since 2015. Chase has experience working with a variety of clients and has held positions at several other firms, including Fidelity Brokerage Services LLC, Northwestern Mutual Investment Services, LLC, and Locorr Distributors, LLC. Chase is licensed to sell securities in multiple states, including Alaska, Idaho, Montana, Oregon and Washington. Chase has passed the Series 6, 7, and SIE exams.
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.
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.
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2
NJ
05/10/2018 - Present
J.p. Morgan Institutional Investments Inc. (Jersey City NJ)
MN
04/06/2017 - 04/19/2018
LOCORR DISTRIBUTORS, LLC (EXCELSIOR MN)
MN
01/04/2016 - 04/03/2017
FIDELITY BROKERAGE SERVICES LLC (EDINA MN)
MN
10/10/2015 - 12/01/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (EDEN PRAIRIE MN)
BC
Issued 11/24/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2016
Series 7 - General Securities Representative Examination
BC
Issued 10/10/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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