Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chelsei? Claim Your ProfileChelsei Latsch is an Investment Advisor Representative at Antonelli Financial Advisors, LLC. Chelsei has been in the financial services industry since November 2017. Chelsei is registered with the state of Michigan and Illinois as an Investment Advisor Representative. Chelsei specializes in providing financial planning services to individuals and corporations. Antonelli Financial Advisors, LLC is a fee-based firm that provides financial planning and portfolio management services to individuals, corporations, and charitable organizations. The firm has approximately $139 million in assets under management.
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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MI
03/27/2019 - Present
Antonelli Financial Advisors, LLC (GROSSE POINTE MI)
IA
Issued 03/26/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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