Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chelsea? Claim Your ProfileChelsea Whiteman is an investment advisor representative at Cetera Investment Advisers LLC with over 11 years of experience in the financial services industry. Chelsea holds the Series 6, 7, 63 and 65 licenses. Chelsea is registered to provide investment advice in 18 states. Chelsea is also registered as an investment adviser representative in New Jersey and New York. Chelsea specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Chelsea has a strong commitment to helping clients achieve their financial 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.
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.
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NY
03/31/2021 - Present
Cetera Investment Advisers LLC (LATHAM NY)
NY
05/30/2012 - 06/24/2019
FORESTERS FINANCIAL SERVICES, INC. (LATHAM NY)
IA
Issued 2/12/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/9/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/7/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/29/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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