Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chelsey? Claim Your ProfileChelsey Elaine Collins is a financial advisor with over 14 years of experience in the financial services industry. Chelsey is currently registered with B. Riley Wealth Advisors, Inc. and is licensed to provide financial advice in California and Colorado. Chelsey specializes in providing financial planning, portfolio management, and investment advice to individuals, corporations, and other businesses. Chelsey's previous experience includes positions at B. Riley Wealth Management and Wells Fargo Advisors, 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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
CO
03/21/2023 - Present
B. Riley Wealth Advisors, Inc. (Castle Rock CO)
TN
10/15/2012 - 09/15/2022
B. RILEY WEALTH MANAGEMENT (MEMPHIS TN)
TN
08/29/2008 - 10/15/2012
WELLS FARGO ADVISORS, LLC (MEMPHIS TN)
BOTH
Issued 08/25/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/06/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/15/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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