At Quartz Financial, we’ve always believed that providing a high-touch wealth management experience requires a team committed to the highest standards of professional excellence. Today, David and I are proud to share that Chase Needham has successfully earned his Series 65 securities license.
Passing the Uniform Investment Adviser Law Examination is a rigorous milestone. For Chase, this license reinforces his ability to support our fiduciary mission and deepens the expertise he brings to our proprietary "Family Wealth" and "Sudden Wealth" processes.
This achievement reflects the culture of growth we strive for at Quartz. David and I are incredibly proud of the dedication Chase has shown, and we are confident that his continued professional growth will further enhance the service our entire team provides to our clients.
Please join us in congratulating Chase on this significant accomplishment.
Warmly,
--Shane and David.