Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chelsea? Claim Your ProfileChelsea Deng is a financial advisor registered with Morgan Stanley. Chelsea has 23 years of experience in the financial services industry and has held past positions with Merrill Lynch and Morgan Stanley DW INC. Chelsea Deng is a Series 7, Series 31 and Series 66 licensed professional with a SIE certification. Chelsea Deng specializes in providing financial advice to a wide range of clients, including high-net-worth individuals, corporations, and institutions. Chelsea Deng works with clients to develop customized financial plans and investment strategies to help them achieve their goals. Chelsea Deng is committed to providing her clients with the highest level of service and expertise.
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
CA
02/19/2019 - Present
Morgan Stanley (Beverly Hills CA)
CA
01/06/2006 - 02/21/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOS ANGELES CA)
NY
06/28/2000 - 01/09/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 07/25/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 06/27/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Chelsea Deng is the right advisor for you? Invested Better is here to help.
