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 Poirot is a financial advisor with National Financial Services LLC, where she has been registered since April 2019. Chelsea has over 7 years of experience in the financial services industry. Chelsea has passed the Series 7, Series 63, Series 24, and SIE exams. Chelsea is a registered representative with FINRA. Chelsea was previously registered with Fidelity Brokerage Services LLC. Chelsea is located in Westlake, Texas.
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.
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.
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2
TX
04/23/2019 - Present
National Financial Services LLC (WESTLAKE TX)
TX
03/30/2015 - 03/13/2019
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BC
Issued 03/06/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2015
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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