Chase Weichman (CRD# 6689397) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Mooresville, NC and has over 6 years of experience in the finance industry.
CRD# 2867492
Defender Capital
CRD# 5753288
Morgan Stanley
CRD# 6172815
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Brokerage Services LLC | Jacksonville, FL | Apr 2019 - Current | 5 |
| Axa Advisors LLC | New York, NY | Nov 2017 - Mar 2019 | 1 |
| Rush Henrietta Central School | Rush, NY | May 2016 - Aug 2017 | 1 |
| Hartwick | Oneonta, NY | Aug 2015 - May 2017 | 1 |
| Wegmans Food Markets | Henrietta, NY | Jul 2011 - Jul 2015 | 4 |
| Suny Cortland | Cortland, NY | Aug 2013 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2017 |
- FL
- NC
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- 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
- 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, VT, WA, WI, WV, WY
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