Unclaimed
Chelsea Hooker is a financial advisor with Edward Jones, a firm that provides financial services to individuals, families, and businesses. Chelsea has been in the industry since 2014. Chelsea is registered with the state of Texas as a registered representative and investment advisor representative. Chelsea is also licensed to sell securities in California, Florida, Illinois, Indiana, Mississippi, Pennsylvania, Texas, and Wyoming. Chelsea has earned the Series 7 and Series 66 securities licenses. Chelsea holds a bachelor's degree from the University of Louisiana at Monroe. Chelsea is committed to providing her clients with personalized financial advice and strategies to help them reach their goals.
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.
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.
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.
See schedule d - miscellaneous
1
2
TX
07/05/2023 - Present
Edward Jones (Lumberton TX)
TX
11/11/2014 - 07/11/2023
UBS FINANCIAL SERVICES INC. (BEAUMONT TX)
BOTH
Issued 01/20/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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