Kisharma Chase is a registered investment advisor, based in Union, NJ, with 16 years of industry experience.
Location
Union, NJ
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Kisharma works as an assistant at Elite Tax Service, Inc. and Premier Tax & Financial Servic, both involved in tax preparation and accounting, since 2008. Kisharma spends minimal time on these activities.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 1 yr
Cetera Investment Advisers LLC
September 2025 - Present · 1 yr
Cetera Wealth Services, LLC
September 2025 - Present · 1 yr
Previous Registrations
Avantax Advisory Services
August 2021 - September 2025 · 4 yrs 1 mo
Avantax Investment Services, INC.Broker
March 2009 - September 2025 · 16 yrs 6 mos
State Registrations2 states
NJNY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.