Chase Carpenter (CRD# 4478962) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Saranac, MI and has over 22 years of experience in the finance industry.
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 6285341
Raymond James & Associates, Inc.
CRD# 4374007
Usa Financial Securities Corporation
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameriprise Financial Services, LLC | Grand Rapids, MI | Mar 2020 - Current | 4 |
| Ameriprise Financial Services, Inc. | Saranac, MI | Jun 2012 - Mar 2020 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2002 |
- MI
- TX
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Total Assets Under Management479,794MILLIONS
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Total Number of Accounts2,284,921ACCOUNTS
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Average Account Value$209,983
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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