Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chelsie? Claim Your ProfileChelsie Gibson is a financial advisor at Raymond James Financial Services Advisors, Inc. Chelsie is registered with the state of Ohio and Texas and has been in the industry since 2007. Chelsie has experience working at Morgan Stanley, Merrill Lynch and FirstMerit Financial Services. Chelsie has a Series 6, 7, 9, 10 and 66. Chelsie also owns and operates The Brenneman Group. The Brenneman Group provides investment related support services.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
OH
08/11/2023 - Present
Raymond James Financial Services Advisors, Inc. (Uniontown OH)
OH
08/16/2013 - 08/25/2023
MORGAN STANLEY (Akron OH)
OH
10/19/2010 - 08/20/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AKRON OH)
OH
01/14/2010 - 10/01/2010
FIRSTMERIT FINANCIAL SERVICES, INC (WADSWORTH OH)
OH
03/11/2009 - 01/14/2010
INVEST FINANCIAL CORPORATION (WADSWORTH OH)
OH
04/26/2007 - 03/11/2009
CHASE INVESTMENT SERVICES CORP. (WESTERVILLE OH)
BOTH
Issued 10/25/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/22/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/26/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2010
Series 7 - General Securities Representative Examination
BC
Issued 04/25/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Chelsie Gibson is the right advisor for you? Invested Better is here to help.
