Unclaimed
Chesley Kasow is a financial advisor with over 20 years of experience in the industry. Chesley is currently registered with J.P. Morgan Securities LLC, where they have worked since October 2012. Prior to joining J.P. Morgan Securities LLC, Chesley held positions at CHASE INVESTMENT SERVICES CORP., ROYAL ALLIANCE ASSOCIATES, INC., and MORGAN STANLEY DW INC. Chesley has a strong understanding of the financial markets and has a proven track record of success in helping clients achieve their financial goals. Chesley is committed to providing personalized financial advice to each client, working closely with them to develop a plan that meets their specific needs and objectives. Chesley holds a Series 66 license, a Series 7 license, and a Series 31 license, Chesley is also registered as an investment advisor representative in multiple states.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
09/19/2013 - Present
J.p. Morgan Securities LLC (BROOKLYN NY)
NY
07/21/2003 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BROOKLYN NY)
AZ
03/11/2003 - 06/12/2003
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NY
11/20/2001 - 09/06/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 12/21/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 11/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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