Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chelsea? Claim Your ProfileChelsea Lynn Scomak is an investment advisor representative at Cambridge Investment Research Advisors, Inc. Chelsea has been in the industry since April 18, 2016. Chelsea is registered with the state of Florida and Texas as an Investment Advisor Representative. Chelsea is also registered with FINRA. Chelsea holds the Series 6, 7TO, 63, and 65 licenses. Chelsea is a Certified Financial Planner.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
FL
07/01/2024 - Present
Cambridge Investment Research Advisors, Inc. (Bonita Springs FL)
PA
09/13/2016 - 09/29/2017
KOVACK SECURITIES INC. (LEMOYNE PA)
PA
04/14/2016 - 09/09/2016
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Mechanicsburg PA)
IA
Issued 06/07/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/02/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Chelsea Scomak is the right advisor for you? Invested Better is here to help.
