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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chelsea? Claim Your ProfileChelsea Walters is a financial advisor with Wealthpenn.comllc located in Tacoma, Washington. Chelsea has been in the financial industry since 2015 and holds a Series 6, 7, 63, and 65 license. Chelsea has experience with various financial institutions, including Wells Fargo, Merrill Lynch, and Nationwide Investment Services. Chelsea provides a wide range of services to individuals, businesses, and institutions, including portfolio management, financial planning, and asset allocation advice.
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
WA
07/20/2023 - Present
Morgan Stanley (Tacoma WA)
OH
12/07/2021 - 06/01/2023
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
WA
11/17/2017 - 08/30/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TACOMA WA)
WA
11/03/2014 - 09/26/2017
WELLS FARGO CLEARING SERVICES, LLC (SEATTLE WA)
IA
Issued 12/2/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/19/2018
Series 7 - General Securities Representative Examination
BC
Issued 11/3/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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