Harriet Chase (CRD# 4317194) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Belgrade, MT and has over 23 years of experience in the finance industry.
CRD# 2908846
Yellowstone Investment Planners, Inc.
CRD# 5596559
D.a. Davidson & Company
CRD# 2334349
D.a. Davidson & Company
Company Name | Location | Dates | Years |
---|---|---|---|
Royal Alliance | Belgrade, MT | Jul 2022 - Current | 1 |
Aspen Grove Advisory Group, LLC | Belgrade, MT | Jul 2020 - Current | 3 |
Casavy Health Solutions Dba Pkt Multivitamin | Belgrade, MT | Oct 2018 - Current | 5 |
Harriet K. Chase (self Employed) | Belgrade, MT | Feb 2010 - Current | 14 |
Steven A. Chase And Harriet K. Chase | Belgrade, MT | Feb 2003 - Current | 21 |
Planmember Securities Corporation | Carpinteria, CA | Sep 2020 - Sep 2022 | 2 |
Securities America, Inc. | Cheyenne, WY | Feb 2010 - Sep 2020 | 10 |
Securities America Advisors, Inc. | Cheyenne, WY | Feb 2010 - Sep 2020 | 10 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2000 |
S65 | NASAA Investment Advisors Law Examination | Jan 2010 |
- HI
- MT
- WY
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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