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
- 2023 -now VP, Regional Planning Consultant @
- 2016 -2023 Fidelity Investments Life Insurance Investment Solutions Consultant @
- 2015 -2016 National Planning Consultant @
- 2014 -2015 Fidelity Investments Life Insurance Investment Solutions Consultant @
- 2012 -2014 Annuity Consultant @
- 2010 -2012 Investment Consultant @
- 2008 -2010 Lifetime Solutions Representative @
- 2006 -2008 Retirement and Investment Services Specialist (RIS) @
- 2004 -2006 Financial Advisor @
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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