Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chelsea? Claim Your ProfileChelsea Grimes is a financial advisor at LPL Financial LLC, a leading independent broker-dealer and investment advisor, with over 27,500 registered representatives. Chelsea has been in the industry since 2016 and has a wide range of experience in financial planning, investment management, and retirement planning. She is committed to helping her clients achieve their financial goals and provides personalized advice to meet their unique needs. Chelsea has earned Series 6, 63, and SIE licenses. She is also registered to provide securities advice and services in Indiana. Prior to joining LPL Financial, she was a financial advisor at Cetera Investment Services LLC and The Huntington Investment Company. Chelsea has a passion for helping people understand their finances and make informed decisions about their future.
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.
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.
Consulting and other non-discretionary advisory services
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.
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2
IN
06/24/2024 - Present
LPL Financial LLC (BROWNSBURG IN)
MN
06/03/2019 - 06/04/2020
CETERA INVESTMENT SERVICES LLC (ST. CLOUD MN)
IN
10/06/2016 - 10/30/2018
THE HUNTINGTON INVESTMENT COMPANY (LEBANON IN)
BC
Issued 10/17/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/17/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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