Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Chase is an Investment Advisor Representative with Opes Wealth Management, LLC, registered with the state of California. Scott is a Series 65 holder and specializes in providing financial planning, selection of other advisors, and portfolio management for individuals. Scott is also the Chief Operating Officer and VP Managing Officer for Intero Real Estate. Scott is a licensed real estate agent and has been active in the industry since 2011.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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CA
04/26/2019 - Present
Opes Wealth Management, LLC (MENLO PARK CA)
IA
Issued 04/02/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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