Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chelsea? Claim Your ProfileChelsea Ruland is an investment advisor representative at Fidelity Personal And Workplace Advisors. Chelsea has been in the industry since 2009, starting at Wells Fargo Investments, LLC. Chelsea is a registered investment advisor representative in Massachusetts, Texas, and Utah. Chelsea holds the Series 7, Series 9, Series 10, Series 63, and Series 66 licenses. Chelsea offers portfolio management for individuals and businesses, financial planning, and educational seminars.
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.
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.
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.
1
2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
NY
11/29/2012 - 07/17/2013
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
TX
02/04/2010 - 04/08/2011
CHASE INVESTMENT SERVICES CORP. (FT. WORTH TX)
CA
01/27/2009 - 04/06/2009
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
BOTH
Issued 10/04/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/10/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/21/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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