James Chase Email & Phone Number
VP, Regional Planning Consultant @ Fidelity Investments
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James Chase Location
- Saint Paul, MN, US
James Chase Work
- VP, Regional Planning Consultant @ (May 2023 - Present)
- Fidelity Investments Life Insurance Investment Solutions Consultant @ (July 2016 - May 2023)
- National Planning Consultant @ (February 2015 - July 2016)
- Fidelity Investments Life Insurance Investment Solutions Consultant @ (January 2014 - February 2015)
- Annuity Consultant @ (July 2012 - October 2014)
- Investment Consultant @ (May 2010 - July 2012)
- Lifetime Solutions Representative @ (February 2008 - May 2010)
- Retirement and Investment Services Specialist (RIS) @ (August 2006 - February 2008)
- Financial Advisor @ (November 2004 - August 2006)
James Chase Education
- Mays Business School - Texas A&M University
Bachelor of Business Administration (BBA) (Finance, General)
2000-2004 - Texas A&M University
Bachelor of Business Administration (BBA) (Finance, General)
2000-2004
James Chase Skills
- Series 63
- Fixed Annuities
- Salesforce.com
- Retirement Income Planning
- Retirement Planning
- Sales
- Financial Planning
- Investments
- Variable Annuities
- Guaranteed Lifetime Income
- Series 6
- 401k
- Immediate Annuities
- Financial Services
- Mutual Funds
- Qualified Retirement Plans
- Retirement
- Series 65
- Life and Health Insurance Licenses
- Annuity Sales
- Series 7
James Chase Summary
- James Chase, based in Saint Paul, MN, US, is currently a VP, Regional Planning Consultant at Fidelity Investments. James Chase brings experience from previous roles at Fidelity Investments and TD Ameritrade. James Chase holds a 2000 - 2004 Bachelor of Business Administration (BBA) in Finance, General @ Mays Business School - Texas A&M University. With a robust skill set that includes Series 63, Fixed Annuities, Salesforce.com, Retirement Income Planning, Retirement Planning and more. James Chase has 2 emails and 1 mobile phone numbers on RocketReach.
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