Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chelsie? Claim Your ProfileChelsie Marie Smith is an Investment Advisor Representative associated with Leonard Rickey Investment Advisors, PLLC, working from their Yakima, WA office. Chelsie Smith is a Certified Financial Planner and has been in the industry since June 2014. Chelsie Smith's current registrations include Texas and Washington and she is actively working with clients in both states.
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.
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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WA
12/17/2019 - Present
Leonard Rickey Investment Advisors, PLLC (YAKIMA WA)
Active
Inactive
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