Unclaimed
Chelsea Brianne Householder is a registered representative with Morgan Stanley, where she has been working since October 2019. Chelsea is licensed to provide investment advice in Michigan, New York, and Texas. She holds the Series 7TO and Series 66 licenses as well as the SIE license. Chelsea also worked with Michigan Department of Licensing and Regulatory Affairs in Lansing, MI, and has a history of working in the financial industry since 2009. Chelsea’s experience includes working with various client types including, individuals, high-net-worth individuals, charitable organizations, investment companies, corporations and other businesses, insurance companies, pension and profit sharing plans, and state and municipal government entities.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MI
03/07/2022 - Present
Morgan Stanley (East Lansing MI)
BOTH
Issued 12/21/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/27/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/04/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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