Unclaimed
Chelsea Charette is an investment advisor representative at Wedge Capital Management LLP in CHARLOTTE, NC. Chelsea has been in the industry since 2011 and has experience working with a variety of clients, including individuals, corporations, and institutions. Chelsea holds both Series 66 and 65 licenses and is registered with the state of North Carolina. Chelsea has previously worked at Millennium Advisors, LLC, Fred Alger & Company, Incorporated, and Lord Abbett Distributor LLC.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NC
02/13/2020 - Present
Wedge Capital Management LLP (CHARLOTTE NC)
NC
12/18/2018 - 09/26/2019
MILLENNIUM ADVISORS, LLC (CHARLOTTE NC)
NY
03/28/2014 - 12/17/2018
FRED ALGER & COMPANY, INCORPORATED (NEW YORK NY)
NJ
09/27/2011 - 11/07/2013
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
IA
Issued 02/13/2020
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/26/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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