Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chase? Claim Your ProfileChase Wright Landreth is a financial advisor with over 20 years of experience in the industry. Chase is currently registered with UBS Financial Services Inc. and has previously been registered with Barclays Capital Inc., Lehman Brothers Inc. and J.P. Morgan Securities Inc. Chase holds Series 3, 7, 63 and 65 licenses. Chase is a registered investment advisor in Florida, New Jersey, New York and Texas. Chase provides financial planning and investment advice to individuals, businesses, pension and profit sharing plans, corporations, charitable organizations, insurance companies, and other investment 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.
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.
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.
See schedule d - miscellaneous
1
2
NY
12/07/2015 - Present
UBS Financial Services Inc. (New York NY)
NY
09/22/2008 - 12/10/2015
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
01/05/2004 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
05/01/2001 - 01/06/2004
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
08/24/1998 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
IA
Issued 08/31/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2007
Series 3 - National Commodity Futures Examination
BC
Issued 08/17/1998
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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