Chase
Guerrette

Ameritas Advisory Services, LLC

CRD#7507151
Investment Advisor
in Presque Isle, ME

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About this Advisor

Chase Guerrette is a financial advisor based in Presque Isle, Maine, working with Ameritas Advisory Services, LLC. Chase has previously held positions at Thompson Financial Group, Bangor Savings Bank, Maine Distributors, University Of Maine Athletic Department, Graves Shop N' Save, and Ameritas Advisory Services, LLC. Chase has passed the Series 65 regulatory exam and is registered to provide services in Maine. Currently, Chase is part of Ameritas Advisory Services, LLC, which operates out of Presque Isle, Maine. The firm has 238 offices and 545 employees. The firm manages assets totaling $10.3 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Ameritas Advisory Services, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

99 Fort Fairfield Rd Ste 3
Presque Isle, ME 04769

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Ameritas Advisory Services, LLC Brokerage Details

Total Assets Under Management

$10,289,301,520

ME Average: $1,978,216,465
Total Number of Employees

545

ME Average: 226
Total Number of Accounts

39,033

ME Average: 7,467
Average Account Size

$263,605

ME Average: $264,928

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Chase Guerrette Work History

2022 - Present (2 years)

Thompson Financial Group

2022 - Present (2 years)

Ameritas Advisory Services, LLC

2016 - 2022 (6 years)

Bangor Savings Bank

2015 - 2016 (1 year)

Maine Distributors

2014 - 2015 (1 year)

University Of Maine Athletic Department

2014 - 2014 (< 1 year)

Graves Shop N' Save

Disclosures

Please visit the SEC profile of Chase Guerrette to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ameritas Advisory Services, LLC

Chase Guerrette
Presque Isle, ME
Michael Mccarthy
Toledo, OH
Corey Raths
Flagstaff, AZ
Jori Guzhuna
New York, NY
Branden Heins
Surprise, AZ
David Lien
Irvine, CA
Quinton Storm
Tulsa, OK
Tyler Mainquist
Lincoln, NE

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