Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael John Chase is a registered Investment Advisor Representative with Fiducient Advisors LLC. He has been in the industry since 2006 and holds both Series 63 and Series 65 licenses. Michael has prior experience with Sanford C. Bernstein & Co., LLC, and Fiduciary Investment Advisors. Michael's focus is on providing investment consulting for individuals and non-profit organizations. He also specializes in financial planning, pension consulting, educational seminars, and portfolio management.
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.
Investment consulting for individuals and non profit organizations
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CT
01/11/2021 - Present
Fiducient Advisors LLC (WINDSOR CT)
NY
11/08/2006 - 06/03/2009
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
IA
Issued 03/03/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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