Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chelsey? Claim Your ProfileChelsey Quynh Tran is a Registered Representative at Hilltop Securities Inc. and has been in the industry since December 2022. Chelsey is a Series 66, 50, 52TO, 7TO, and SIE licensed advisor. Chelsey is registered in Texas.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
12b-1 fees
1
2
TX
05/09/2023 - Present
Hilltop Securities Inc. (AUSTIN TX)
TX
12/08/2022 - 04/25/2023
DFA SECURITIES LLC (AUSTIN TX)
BOTH
Issued 01/26/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/15/2023
Series 50 - Municipal Advisor Representative Qualification Exam
BC
Issued 07/17/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 12/08/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/30/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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