Unclaimed
Chelsea Belyea is a financial advisor registered with Advisory Services Network in North Hampton, NH and Atlanta, GA. Chelsea has been in the industry since 2008 and has held previous positions with Fidelity Brokerage Services LLC, Money Concepts Capital Corp, TD Wealth Management Services Inc., and BANCNORTH INVESTMENT GROUP, INC. Chelsea specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, corporations and other businesses, charitable organizations, and pension and profit-sharing plans. Chelsea holds Series 6, 7, 63 and 65 licenses as well as the SIE exam certification, and is also a Certified Financial Planner.
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.
Helps you choose top advisors aligned with your financial goals.
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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2
NH
10/29/2019 - Present
Advisory Services Network (North Hampton NH)
NH
10/30/2012 - 10/02/2019
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
NH
01/12/2010 - 10/12/2012
MONEY CONCEPTS CAPITAL CORP (NORTH HAMPTON NH)
NH
11/17/2009 - 11/25/2009
TD WEALTH MANAGEMENT SERVICES INC. (DOVER NH)
NH
04/23/2008 - 11/17/2009
BANCNORTH INVESTMENT GROUP, INC. (DOVER NH)
IA
Issued 08/02/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2012
Series 7 - General Securities Representative Examination
BC
Issued 04/22/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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