Unclaimed
Chelsea Lynn Clegg is an Investment Advisor Representative associated with McKinley Carter Wealth Services, Inc. Chelsea Lynn Clegg is currently registered with the state of Louisiana, Ohio, Texas, and West Virginia. Chelsea Lynn Clegg is a Certified Financial Planner. Chelsea Lynn Clegg has been with McKinley Carter Wealth Services, Inc. since October 2014. Chelsea Lynn Clegg also has experience with Plexus Worldwide.
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.
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.
Investment consulting
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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WV
04/05/2016 - Present
McKinley Carter Wealth Services, Inc. (WHEELING WV)
IA
Issued 03/25/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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