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 Spencer is a registered representative with Cetera Investment Advisers LLC, a firm headquartered in Schaumburg, Illinois. Chelsea has over 6 years of experience in the financial services industry. Chelsea is registered to provide investment advice in Connecticut. Chelsea holds the Series 7, Series 6, Series 63 and Series 66 securities licenses. Chelsea specializes in providing financial planning, investment advisory, and portfolio management services to a wide range of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Chelsea's experience and expertise make her well-suited to help clients achieve their financial goals.
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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2
CT
07/08/2021 - Present
Cetera Investment Advisers LLC (NORTH HAVEN CT)
CT
12/15/2016 - 06/21/2019
FORESTERS FINANCIAL SERVICES, INC. (NORTH HAVEN CT)
BOTH
Issued 07/07/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/03/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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