Unclaimed
Chelsea Annette Johnson is a financial advisor with Ameriprise Financial Services, LLC. Chelsea is a registered representative in both Texas and Washington and has been active in the industry since 2007. Chelsea has a wide range of experience in financial planning, asset allocation, pension consulting, and portfolio management for both businesses and individuals. Chelsea is committed to helping clients achieve their financial goals. Prior to joining Ameriprise, Chelsea worked for UBS Financial Services Inc. and VSR Financial Services, Inc. Chelsea also worked for the Washington State Auditor's Office. Chelsea is a graduate of the University of Washington.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
WA
01/05/2021 - Present
Ameriprise Financial Services, LLC (Bellevue WA)
WA
09/13/2016 - 05/12/2017
AMERIPRISE FINANCIAL SERVICES, INC. (Renton WA)
WA
07/24/2015 - 09/13/2016
UBS FINANCIAL SERVICES INC. (RENTON WA)
WA
11/24/2009 - 07/28/2015
AMERIPRISE FINANCIAL SERVICES, INC. (RENTON WA)
KS
01/02/2009 - 11/12/2009
VSR FINANCIAL SERVICES, INC. (OVERLAND PARK KS)
ID
07/10/2007 - 01/02/2009
LPL FINANCIAL CORPORATION (BOISE ID)
BOTH
Issued 12/30/2020
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/18/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/12/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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