Unclaimed
Chelsea Brown is a financial advisor who has been in the industry for over 7 years. Chelsea is a Certified Financial Planner and Chartered Financial Consultant. Chelsea is registered with PNC Investments and holds Series 7, 63 and 65 licenses. Chelsea is also registered with the states of California, Illinois, Indiana, Iowa, Michigan, North Carolina, Pennsylvania, and Texas. Chelsea has experience in providing financial advice to individuals, businesses, and institutions.
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.
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.
A percentage of the total value of assets under management is charged.
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2
IN
12/04/2024 - Present
PNC Investments (FORT WAYNE IN)
IN
03/01/2018 - 04/25/2023
NYLIFE SECURITIES LLC (FORT WAYNE IN)
PA
10/26/2016 - 01/03/2018
AXA ADVISORS, LLC (MECHANICSBURG PA)
IA
Issued 04/24/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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