Unclaimed
Chelsee McBroom is a financial professional with over 10 years of experience in the industry. Chelsee is currently registered with Investment Distributors, Inc. in Covington, KY. Chelsee is also registered with the states of Indiana, Michigan, and Ohio. Prior to joining Investment Distributors, Inc. Chelsee worked at Concourse Financial Group Securities, Inc. and Navian Capital 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.
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.
1
2
KY
01/03/2022 - Present
Investment Distributors, Inc. (Covington KY)
AL
02/03/2017 - 01/03/2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (BIRMINGHAM AL)
OH
07/24/2012 - 01/04/2017
NAVIAN CAPITAL SECURITIES LLC (CINCINNATI OH)
BC
Issued 02/17/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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