Chase Morales
Client Services Specialist at Pure Financial Advisors, LLC- Claim this Profile
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Bio
Experience
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Pure Financial Advisors, LLC
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United States
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Financial Services
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1 - 100 Employee
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Client Services Specialist
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Jun 2022 - Present
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LPL Financial
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United States
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Financial Services
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700 & Above Employee
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Associate Service Consultant
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Jul 2021 - May 2022
Facilitated new relationships with LPL financial advisors and their clients. Problem solved and used critical thinking to help financial professionals along with mid to high net worth clients. Facilitated new relationships with LPL financial advisors and their clients. Problem solved and used critical thinking to help financial professionals along with mid to high net worth clients.
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Phi Delta Theta Fraternity
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United States
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Non-profit Organizations
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300 - 400 Employee
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President
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May 2020 - Mar 2021
-Lead a chapter of over 100 members during the COVID-19 pandemic -Made decisions day in and day out for the betterment and well being of the chapter and it’s members. -Lead a chapter of over 100 members during the COVID-19 pandemic -Made decisions day in and day out for the betterment and well being of the chapter and it’s members.
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Ace Parking
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United States
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Consumer Services
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700 & Above Employee
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Team Lead
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May 2019 - Mar 2020
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Education
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San Diego State University
Bachelor of Science - BS, Business Administration- Finance