Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chelsea? Claim Your ProfileChelsea Rae Ganey is an investment advisor representative at Moran Wealth Management, LLC, based in Naples, FL. Chelsea has been in the financial services industry for over 7 years, previously working for Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC. Chelsea holds the Series 7, Series 66 and SIE licenses and is a Chartered Financial Analyst (CFA).
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.
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
11/22/2022 - Present
Moran Wealth Management, LLC (NAPLES FL)
FL
11/16/2018 - 08/30/2022
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (NAPLES FL)
FL
04/27/2015 - 11/16/2018
WELLS FARGO CLEARING SERVICES, LLC (NAPLES FL)
FL
04/17/2009 - 12/22/2009
SUNTRUST INVESTMENT SERVICES, INC. (LEHIGH ACRES FL)
BOTH
Issued 07/28/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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