Colin ChaseCRD Number: 4365511
Current Firm: Mindful Money Financial Counsel, LLC
Colin Chase (CRD# 4365511) is an Investment Advisor Representative working at Mindful Money Financial Counsel, LLC in Chicago, IL and has over 21 years of experience in the finance industry. Colin Chase has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Sequoia Wealth Management, LLC
Hightower Advisors, LLC
Securities America Advisors, Inc.
|Mindful Money Financial Counsel||Chicago, IL||Sep 2010 - Current||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2001|
|S66||NASAA Uniform Combined State Law Examination||Nov 2003|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Educational seminars/workshops
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