Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chelsea? Claim Your ProfileChelsea Maeda is a registered representative with M Holdings Securities, Inc. Chelsea has been in the financial services industry since August 2012. Chelsea holds Series 6, 63, and SIE licenses. Chelsea is registered in several states, including Alaska, California, Connecticut, Delaware, New York, Oregon, and South Dakota. Chelsea's specializations include securities, mutual funds, variable annuities, variable life insurance, and fixed annuities. Chelsea's firm, M Holdings Securities, Inc. is a large firm with over 10,000 clients and over $4.5 billion in assets under management.
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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CA
08/02/2012 - Present
M Holdings Securities, Inc. (SAN FRANCISCO CA)
BC
Issued 05/17/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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