Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chelsea? Claim Your ProfileChelsea Hope Davis is a financial advisor registered with Park Avenue Securities LLC. Chelsea has been in the financial industry since August 2013. Chelsea specializes in financial planning, investment management, retirement planning, and estate planning. Chelsea is currently registered with the state of Florida and Ohio.
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.
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.
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2
FL
09/09/2022 - Present
Park Avenue Securities LLC (FORT MYERS FL)
FL
01/02/2020 - 08/31/2022
PEAK BROKERAGE SERVICES, LLC (Fort Myers FL)
FL
08/20/2013 - 12/31/2019
CETERA ADVISORS LLC (FT MYERS FL)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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