Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chelsea? Claim Your ProfileChelsea Rentschler is a registered representative of Fidelity Personal And Workplace Advisors with over 9 years of experience in the financial services industry. Chelsea is licensed to provide investment advice in Kentucky and Ohio. In addition to her series 7, Series 63, Series 66 and SIE licenses, Chelsea also has a FINRA registration as a registered representative. Chelsea is an active member of the industry and is dedicated to providing her clients with the best possible financial advice.
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.
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
KY
08/02/2022 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
OH
12/04/2019 - 11/24/2020
UBS FINANCIAL SERVICES INC. (CINCINNATI OH)
KY
09/26/2013 - 10/09/2019
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
BOTH
Issued 07/27/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/17/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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