Invested Better
Unclaimed

Unclaimed

Unclaimed

Chelsee Morgan McBroom

Investment Distributors, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Chelsee? Claim Your Profile

About Chelsee Morgan McBroom

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.

Firm Information

Chelsee McBroom is currently registered with Investment Distributors, Inc.. Investment Distributors, Inc. is a corporation that was formed on August 30, 1993. It is registered with the SEC and in all 50 states, as well as the District of Columbia. The firm has reported one regulatory event.

Not reported

Assets Under Management

Not reported

Total Clients

166

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Chelsee McBroom’s Registration & Firm History

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)

Not sure if Chelsee Morgan McBroom is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Chelsee Morgan McBroom.
Not sure if Chelsee Morgan McBroom is right for you?