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 Seibel is a financial professional with over 10 years of experience in the industry. Chelsea currently works as a Registered Investment Advisor Representative at Manning & Napier Advisors, LLC. Chelsea has a broad range of experience, having worked previously with RBC CAPITAL MARKETS, LLC, LINCOLN FINANCIAL ADVISORS CORPORATION and FIDELITY BROKERAGE SERVICES LLC. Chelsea has earned a Series 63, Series 66 and Series 7 licenses and is a Certified Financial Planner. Chelsea offers financial planning, pension consulting and portfolio management services to individuals, businesses and investment companies.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Mna may negotiate the fee for customized portfolios and services
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2
NY
09/14/2023 - Present
Manning & Napier Advisors, LLC (FAIRPORT NY)
MD
07/19/2016 - 08/10/2021
RBC CAPITAL MARKETS, LLC (WESTMINSTER MD)
MD
02/03/2014 - 07/19/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (Lutherville MD)
DE
09/15/2011 - 01/28/2014
FIDELITY BROKERAGE SERVICES LLC (WILMINGTON DE)
BOTH
Issued 02/11/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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