Unclaimed
Chelsea Kerslake is a financial advisor with Northwestern Mutual Investment Services, LLC. Chelsea has been in the industry since 2015 and has a Series 6, 7, and 63 licenses as well as the SIE exam. Chelsea has also worked for Key Investment Services LLC.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
WA
06/16/2016 - Present
Northwestern Mutual Investment Services, LLC (SEATTLE WA)
WA
03/04/2015 - 04/26/2016
KEY INVESTMENT SERVICES LLC (SEATTLE WA)
BC
Issued 03/24/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2016
Series 7 - General Securities Representative Examination
BC
Issued 03/04/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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