Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chelsea? Claim Your ProfileChelsea Dwyer is a financial advisor with over 2 years of experience in the industry. She is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and holds Series 63, Series 66, and Series 7 licenses. Chelsea has a strong track record of success in providing financial advice to individuals and businesses. She is committed to helping clients achieve their financial goals through a personalized approach. Chelsea is also a licensed Investment Advisor Representative. Prior to joining Merrill Lynch, Chelsea Dwyer worked for J.P. MORGAN SECURITIES 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OR
10/06/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PORTLAND OR)
OR
11/04/2019 - 05/26/2021
J.P. MORGAN SECURITIES LLC (HILLSBORO OR)
BOTH
Issued 08/06/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/18/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/04/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/23/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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