ADVISOR BIO

Chase Damon Puente is a registered representative with UBS Financial Services Inc. in San Diego, California. Chase Puente has been in the industry for 10 years. Prior to joining UBS Financial Services Inc., Chase Puente was registered with TD Ameritrade, Inc. Chase Damon Puente holds licenses Series 63, Series 66, Series 7TO, SIE, and Series 7. Chase Puente is affiliated with UBS Financial Services Inc. in San Diego, California, and has been registered since August 2024.

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ADVISOR BIO

Chase Tuvares Whatley is a registered representative and investment advisor representative with J.P. Morgan Securities LLC. Chase is licensed in 53 states and the District of Columbia. Chase has been in the financial services industry since August 6, 2023. Chase has passed the Series 63, Series 79TO, and SIE exams. Chase's specializations include providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.

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ADVISOR BIO

Chase Akira Nishida is a financial advisor with over 8 years of experience in the financial industry. Chase has been with Stifel, Nicolaus & Company, Inc. since January 2020, serving clients in Newport Beach, California. Previously, Chase was with Morgan Stanley and Westfield Investment Group, Inc. in California. Chase holds Series 66, 7 and SIE licenses and is also a Certified Financial Planner. Chase's professional experience and expertise in financial planning, investment advisory and portfolio management services provide clients with a comprehensive approach to achieve their financial goals.

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ADVISOR BIO

Chase Dapello is a financial advisor at Wells Fargo Advisors Financial Network, LLC with over 5 years of experience in the industry. Chase holds a Series 7, 66, and SIE licenses. Chase is registered with the state of California and Texas. Chase's clients primarily include high-net-worth individuals, corporations and pension and profit-sharing plans. Chase specializes in financial planning, portfolio management, investment consulting services to institutional clients and selection of other advisors.

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ADVISOR BIO

Chase Rene Sandera is a financial advisor registered with Wells Fargo Clearing Services, LLC. Chase Sandera has been in the financial industry for over 6 years and has experience providing financial planning, investment consulting, and portfolio management services to individual and institutional clients. Chase Sandera is licensed to sell securities in Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Idaho, Maryland, Massachusetts, Michigan, Minnesota, Montana, Nevada, New Jersey, New Mexico, New York, Oregon, South Carolina, Virginia, Washington and Wyoming. Chase Sandera holds Series 63, Series 66, Series 7TO, and SIE licenses.

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ADVISOR BIO

Chase Campbell is a financial advisor with The Colony Group, LLC. Chase has been in the financial industry for over 7 years. Chase holds the Series 66, Series 7, and SIE licenses. Chase has experience working with high net worth individuals, charitable organizations, corporations, and pension and profit sharing plans. Chase is also a Certified Financial Planner. Chase provides financial planning, portfolio management, and other advisory services to clients.

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ADVISOR BIO

Chase Gunter is a financial advisor affiliated with LPL Financial LLC. Chase is a registered representative and investment advisor representative in the state of Georgia. Chase is also registered in several other states, including Florida, Idaho, Illinois, Iowa, Maryland, North Carolina, and South Carolina. Chase has been in the securities industry since November 2022 and has experience providing investment advisory services through IFG Advisory, LLC, an independent investment advisor firm. Chase is also involved in a real estate rental business.

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ADVISOR BIO

Chase Samuel Hayhurst is an Investment Advisor Representative with Weatherly Asset Management. Chase has been in the industry since July 2014. Chase is registered with the state of California. Chase obtained their Series 65 license in September 2019. Chase has experience working with high-net-worth individuals, corporations, and charitable organizations. Chase provides financial planning, portfolio management, and pension consulting services.

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ADVISOR BIO

Chase Chris Payne is a financial advisor with Citigroup Global Markets Inc. Chase has been in the financial services industry since December 2016. Chase has experience working with a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Chase also holds the Series 66, Series 7 and SIE licenses. Chase was previously employed by Wells Fargo Clearing Services, LLC and LPL Financial LLC.

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ADVISOR BIO

Chase Uejo is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. based in San Diego, CA. Chase has been in the financial services industry since December 2013. Chase holds Series 66, Series 7TO and SIE licenses and is registered in multiple states. Chase's areas of expertise include portfolio management for individuals and businesses, pension consulting, and educational seminars. Chase is also a member of the EverythingPorsche356 ebay Store, where they handle orders, shipping, and customer service.

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