Josh Chase's Location
Portland, ME, US
Josh Chase's Work
- Council Member - Employer Plan Advisory Council @ Advisor Group
- Financial Advisor @ BGA Financial
- Member @ Society of Financial Service Professionals - Detroit Chapter
- Financial Advisor @ Lebel & Harriman, LLP
- Business Owner, Financial Planner @ Chase Financial Solutions
- Partner @ Healey & Associates
- Account Manager @ Forum Financial Group
Josh Chase's Education
- University of Maine
BA (Mass Communication)
1993 - 1997 - Merrimack College
CAS (Financial Planning)
2006 - 2008 - Cheverus High School1989 - 1993
Josh Chase's Skills
- Series 7
- Employee Benefits
- Health Insurance
- Series 63
- Retirement Planning
- Retirement
- Fixed Annuities
- Estate Planning
- Strategic Financial Planning
- Wealth Management
Josh Chase's Summary
Josh Chase, based in Portland, ME, US, is currently a Council Member - Employer Plan Advisory Council at Advisor Group, bringing experience from previous roles at BGA Financial, Society of Financial Service Professionals, Lebel & Harriman, LLP and Chase Financial Solutions. Josh Chase holds a 1993 - 1997 BA in Mass Communication @ University of Maine. With a robust skill set that includes Series 7, Employee Benefits, Health Insurance, Series 63, Retirement Planning and more, Josh Chase contributes valuable insights to the industry. Josh Chase has 1 email on RocketReach.
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