JC
Jeffrey Chase
from S.e.e.d. Planning Group, LLC
Jeffrey Chase is a financial advisor based in New York, Binghamton,
with 11 years of experience. Jeffrey currently works for
S.e.e.d. Planning Group, LLC.
Jeffrey maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S66 (Uniform Combined State Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Jeffrey Chase works at S.e.e.d. Planning Group, LLC
S.e.e.d. Planning Group, LLC is a financial advisory firm based in Binghamton, New York. It currently has approximately $351,350,025 of assets under management and employs about 28 people. S.e.e.d. Planning Group, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Combined State Law Examination (S66)
Years registered
3 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
31 Lewis Street, Suite 401, Binghamton, New York, 13901
Advisor can help with
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