Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chase? Claim Your ProfileChase Winthrop Westheffer is a financial professional with over 8 years of experience in the financial services industry. Chase is currently registered with Security Distributors in Topeka, Kansas. Chase holds the Series 6, Series 63, Series 6TO, and SIE licenses. Chase has previously worked at American Century Investment Services Inc. in Kansas City, Missouri.
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
KS
04/18/2024 - Present
Security Distributors (TOPEKA KS)
MO
06/27/2015 - 06/12/2017
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
BC
Issued 05/10/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/22/2024
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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