Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Richard Chassee has been in the financial industry since 1987 and is currently registered with Raymond James & Associates, Inc. He is a Registered Representative and Investment Advisor Representative and holds the Series 7, 31, 63 and 65 licenses as well as the SIE. Daniel Richard Chassee has experience working with a variety of clients including individuals, corporations, charitable organizations, insurance companies, and pension and profit sharing plans. His previous employers include Morgan Keegan & Company, Inc., Legg Mason Wood Walker, Incorporated, Dean Witter Reynolds Inc., Howard, Weil, Labouisse, Friedrichs Inc., and IDS Marketing Corporation. He is an active member of the community and serves as a Committee Member for Miles Perret Cancer Services.
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.
Please see note in schedule d - miscellaneous
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.
1
2
LA
02/13/2013 - Present
Raymond James & Associates, Inc. (LAFAYETTE LA)
LA
10/11/1995 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (LAFAYETTE LA)
MD
10/15/1990 - 10/17/1995
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
06/07/1988 - 10/16/1990
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
05/27/1987 - 06/10/1988
HOWARD, WEIL, LABOUISSE, FRIEDRICHS INC.
NA
05/23/1986 - 08/25/1986
IDS MARKETING CORPORATION
IA
Issued 12/06/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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