Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chesley? Claim Your ProfileChesley Ardis Davidson is a financial advisor currently registered with LPL Financial LLC. Chesley has a Series 7TO and Series 63 license, and has been in the financial industry since 2020. Previously, Chesley worked at Charles Schwab & Co., Inc. and TD Ameritrade, Inc. Chesley is currently located in FLOWER MOUND, TX, and specializes in a variety of financial services including financial planning, pension consulting, portfolio management for individuals and businesses, and educational seminars.
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.
Consulting and other non-discretionary advisory services
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.
1
2
TX
03/02/2022 - Present
LPL Financial LLC (FLOWER MOUND TX)
TX
05/25/2021 - 10/21/2021
CHARLES SCHWAB & CO., INC. (Westlake TX)
TX
07/13/2020 - 08/25/2020
TD AMERITRADE, INC. (Southlake TX)
BC
Issued 08/10/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/01/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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