Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chelsey? Claim Your ProfileChelsey Lynn Koster is a financial advisor affiliated with Next Financial Group, Inc. Chelsey has been in the financial services industry since 2019 and holds Series 7TO, SIE, and Series 66 licenses. Chelsey has been registered with Principal Securities, Inc. and currently works with Next Financial Group, Inc. Chelsey provides financial planning, portfolio management for individuals and businesses, and pension consulting services. In addition to the financial services provided by Next Financial Group, Inc., Chelsey also offers educational seminars and helps clients select other advisors.
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.
Seminar/workshop attendance fees
1
2
MI
01/01/2025 - Present
Next Financial Group, Inc. (Grand Rapids MI)
MI
09/08/2020 - 07/20/2023
PRINCIPAL SECURITIES, INC. (Grand Rapids MI)
BOTH
Issued 10/21/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/05/2020
Series 7TO - General Securities Representative Examination
BC
Issued 03/29/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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