Broker Check
Chase  Katterman

Chase Katterman

Financial Advisor

Schedule a Meeting´╗┐

After graduating from Duquesne University in the spring of 2017 with a BSBA in Finance, Chase was ready to complete his long-anticipated goal of becoming a licensed Financial Advisor. Equitable Advisors provided the perfect opportunity and has since been a fantastic match. His goal, as a financial professional, is to develop long-term relationships with his clients, based on his dedication and commitment to them, their families, and their businesses. Working together, he is focused on helping his clients articulate their financial goals and providing the confidence that comes with a well formulated financial program.

Focusing on the non-profit sector, over the last few years Chase has become proficient in regards to the PA school employees pension (PSERS) and how to formulate financial strategies that work in conjunction with the benefits they already possess through the state. In addition to retirement planning he also provides assistance with college savings, life insurance, individual wealth management and planning strategies for families. Through his affiliation with First Choice Advisors, Chase looks to help cultivate the already strong relationships built with his fellow financial professionals and clients as well as continue to add value in his own personal way.

Chase currently possesses his Series 7 and Series 66 registrations in addition to his Life, Accident & Health Insurance licenses. He is originally from Harrisburg, PA but has lived in the Steel City since 2013. Outside of work Chase enjoys playing soccer, working out, cheering on his favorite sports teams, and chasing his pug Duke around the house.

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

is not owned or operated by Equitable Advisors, LLC or its affiliates.