Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chelsea? Claim Your ProfileChelsea Lauren Demetre is a financial advisor with Cetera Investment Advisers LLC. Chelsea has been in the financial services industry since April 20, 2009. Chelsea holds Series 7, Series 63, and SIE licenses. Chelsea has also earned the Certified Financial Planner designation. Chelsea has experience with various financial services, including portfolio management, financial planning, pension consulting, and educational seminars. Chelsea serves individuals, high net worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and banking or thrift institutions. Chelsea currently holds active registrations in Alabama, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Vermont, Virginia, Washington, Wisconsin, and Wyoming.
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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NJ
03/21/2024 - Present
Cetera Investment Advisers LLC (PARSIPPANY NJ)
BC
Issued 10/19/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/20/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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