Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chelsea? Claim Your ProfileChelsea Ann Deese is an Investment Advisor Representative at Credit Union Investment Services. Chelsea has been in the financial services industry since 2008 and has experience in providing financial advisory services, life insurance, and trust services. Chelsea is licensed to provide investment advice in North Carolina. Chelsea specializes in providing financial planning, educational seminars, and portfolio management services to individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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NC
04/16/2019 - Present
Credit Union Investment Services (Clayton NC)
IA
Issued 04/16/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/14/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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