Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Harriet? Claim Your ProfileHarriet Chase is a financial advisor with Osaic Wealth, Inc. Harriet has been in the financial services industry since 2001. Harriet is a registered representative and investment advisor representative with a focus on financial planning, pension consulting, and educational seminars. Harriet has been involved in several different businesses and currently owns Aspen Grove Advisory Group, LLC, and is a co-founder of Casavy Health Solutions dba PKT Multivitamin.
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.
A percentage of the total value of assets under management is charged.
1
2
MT
09/07/2022 - Present
Osaic Wealth, Inc. (BELGRADE MT)
MT
09/17/2020 - 10/05/2022
PLANMEMBER SECURITIES CORPORATION (Belgrade MT)
MT
02/08/2010 - 09/19/2020
SECURITIES AMERICA, INC. (BELGRADE MT)
CO
05/30/2001 - 02/18/2010
VALIC FINANCIAL ADVISORS, INC. (FORT COLLINS CO)
TX
05/30/2001 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
MA
01/01/2001 - 05/23/2001
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 01/20/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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