
Tate Chathamemail
Professional Story
I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.
I offer an analysis of your current financial situation and help you: Identify financial goals and concerns. Illustrate what is being done to reach your goals and deal with concerns. Identify gaps, if present, and offer solutions to help fill them.
Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability.
I am licensed to sell insurance in: VA and securities in: VA. I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address:100 Eastshore Drive, Suite 300 Glen Allen, VA 2305
MassMutual refers to Massachusetts Mutual Life Insurance Company.
Education
BBA, Finance - Mississippi State University, Professional Certificate, Financial Planning - University of Georgia
Affiliations & Memberships
Journey Christian Church, Boy Scouts of America, Phi Gamma Delta
Languages: English
Specialties:Retirement Strategies, Charitable Giving, Risk Management Strategies, Investment Strategies, Insurance Strategies, Estate Planning, Financial Planning, College Funding Strategies
Check the background of this investment professional on FINRA's BrokerCheck