Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chelsea? Claim Your ProfileChelsea Haswell is an investment advisor representative who has been in the industry since June 2019. Chelsea Haswell is currently registered with The Huntington Investment Co. in Akron, Ohio. Prior to that, Chelsea Haswell was registered with J.P. MORGAN SECURITIES LLC in Uniontown, Ohio. Chelsea Haswell holds the Series 7TO, Series 63, and Series 65 licenses.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
08/22/2023 - Present
THE Huntington Investment Co. (AKRON OH)
OH
06/04/2019 - 05/25/2021
J.P. MORGAN SECURITIES LLC (Uniontown OH)
IA
Issued 08/21/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2023
Series 7TO - General Securities Representative Examination
BC
Issued 06/04/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/22/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Chelsea Haswell is the right advisor for you? Invested Better is here to help.
