Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chelsea? Claim Your ProfileChelsea Lopez is a financial professional with Ally Invest Advisors. Chelsea has been working in the financial industry since 2017 and is registered in Florida and North Carolina. Chelsea holds a Series 63, Series 66, Series 7, and SIE licenses. Chelsea is a financial advisor, offering financial planning and portfolio management services.
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.
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
FL
08/15/2024 - Present
Ally Invest Advisors (Jacksonville FL)
FL
12/08/2020 - 08/02/2024
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
FL
04/14/2020 - 10/16/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
FL
02/17/2017 - 02/20/2020
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
BOTH
Issued 08/23/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/23/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Chelsea Lopez is the right advisor for you? Invested Better is here to help.
