Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chelsea? Claim Your ProfileChelsea Marie Ugarte is a financial advisor at Fidelity Personal And Workplace Advisors. Chelsea has been in the financial services industry since 2022 and has a broad range of experience working with individuals and families, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. Chelsea holds Series 7, 9, 10, and 63 licenses. Chelsea is also registered in 53 states and has a strong focus on providing financial planning, portfolio management, and investment advisory services to her clients.
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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FL
01/29/2025 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
BC
Issued 02/07/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/11/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/28/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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