Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Chase has been in the financial services industry since 1992. Jeffrey is currently registered with Cetera Advisor Networks LLC in Novi, MI and Coleman, MI. Prior to joining Cetera Advisor Networks LLC, Jeffrey was registered with VOYA FINANCIAL ADVISORS, INC. and HBW SECURITIES LLC. Jeffrey has a Series 6, Series 26 and Series 63 license. Jeffrey specializes in providing financial advice to clients in Michigan and surrounding 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.
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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MI
06/09/2021 - Present
Cetera Advisor Networks LLC (NOVI MI)
MI
06/15/2015 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (NOVI MI)
MI
10/09/2007 - 06/15/2015
HBW SECURITIES LLC (NOVI MI)
MI
03/05/1992 - 09/18/2007
PFS INVESTMENTS INC. (NOVI MI)
BC
Issued 01/29/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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