Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chelsea? Claim Your ProfileChelsea Wang is a financial professional with a focus on investment banking. Chelsea holds the Series 79TO and SIE licenses, as well as the Series 63 license. Chelsea currently works at J.p. Morgan Institutional Investments Inc. and previously worked at Barclays Capital Inc. Chelsea began her career in the financial services industry on January 3, 2020.
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.
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.
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NY
08/19/2021 - Present
J.p. Morgan Institutional Investments Inc. (New York NY)
NY
08/26/2019 - 04/09/2021
BARCLAYS CAPITAL INC. (NEW YORK NY)
BC
Issued 08/29/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/19/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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