Years of Experience
5-20+ Years
Westport, CT
13 Years Experience
0 Disclosures
ADVISOR BIO
Chelsea Kelly Basler is a financial advisor registered with Citigroup Global Markets Inc., a firm with over $50 billion in assets under management. Chelsea has been in the industry since 2012 and has a broad range of experience providing financial advice and guidance to individuals, corporations, and other clients. Chelsea is also registered with the state of Connecticut and holds the Series 63, Series 66, and Series 7 licenses, as well as the SIE.
SPECIALIZATIONS
NORTH HAVEN, CT
9 Years Experience
0 Disclosures
ADVISOR BIO
Chelsea Lynn Spencer is a registered representative with Cetera Investment Advisers LLC, a firm headquartered in Schaumburg, Illinois. Chelsea has over 6 years of experience in the financial services industry. Chelsea is registered to provide investment advice in Connecticut. Chelsea holds the Series 7, Series 6, Series 63 and Series 66 securities licenses. Chelsea specializes in providing financial planning, investment advisory, and portfolio management services to a wide range of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Chelsea's experience and expertise make her well-suited to help clients achieve their financial goals.
SPECIALIZATIONS
Winsted, CT
11 Years Experience
0 Disclosures
ADVISOR BIO
Chelsea Gomez Starkowski is a financial professional licensed in Connecticut, Georgia, Pennsylvania and South Carolina. Chelsea is a Registered Representative of Allstate Financial Services, LLC and has been in the industry since April 2014. Chelsea's current office location is in Winsted, CT.
SPECIALIZATIONS
No specializations listed.
Shelton, CT
12 Years Experience
0 Disclosures
ADVISOR BIO
Chelsea Benbow is a financial professional with over 10 years of experience in the industry. Chelsea is currently registered with Prudential Annuities Distributors, Inc. and holds Series 6, Series 63 and SIE licenses. Chelsea's experience includes providing financial advice and investment management services to individuals and families.
SPECIALIZATIONS
No specializations listed.
GREENWICH, CT
26 Years Experience
0 Disclosures
ADVISOR BIO
Chenpai David Lee is a financial professional with over 20 years of experience in the industry. Chenpai currently works at Interactive Brokers LLC. Chenpai has held previous positions at INTERACTIVE BROKERS CORP., ARCHIPELAGO SECURITIES L.L.C., WAVE SECURITIES, LLC, A. G. EDWARDS & SONS, INC., NATIONAL SECURITIES CORPORATION, TIMECAPITAL SECURITIES CORPORATION and GAINES, BERLAND INC. Chenpai is registered with FINRA and holds licenses including Series 4, Series 7, Series 24, Series 55, Series 57TO and Series 63.
SPECIALIZATIONS
No specializations listed.
HARTFORD, CT
45 Years Experience
1 Disclosures
ADVISOR BIO
Chera Gerstein is a registered investment advisor representative with Cetera Investment Advisers LLC. Chera has been in the financial services industry since 1980. Chera previously worked at Tower Square Securities, Inc. in Hartford, CT, HRH Securities, Inc. in New York, NY, Advantage Capital Corporation in Atlanta, GA, and Travelers Equities Sales, Inc. in El Segundo, CA. Chera is licensed to sell securities in multiple states.
SPECIALIZATIONS
SHELTON, CT
18 Years Experience
0 Disclosures
ADVISOR BIO
Cherie E Johnson is a financial advisor with MML Investors Services, LLC. Cherie has been in the financial industry since 2007. Cherie specializes in insurance companies, charitable organizations, high net worth individuals, corporations or other businesses, and individuals other than high net worth. Cherie holds the Series 6, SIE, and Series 63 securities licenses. Cherie is registered in Connecticut. Cherie's previous employers include MSI FINANCIAL SERVICES, INC., METLIFE INVESTORS DISTRIBUTION COMPANY, and METLIFE SECURITIES, INC.
SPECIALIZATIONS
ESSEX, CT
24 Years Experience
0 Disclosures
ADVISOR BIO
Cherish Genova is a financial advisor with Essex Financial Services, Inc. in Essex, Connecticut. Cherish Genova has been a registered financial advisor since 2001. Cherish Genova has a wide range of experience in the financial services industry and has held various roles at several firms. Cherish Genova specializes in working with high-net-worth individuals, corporations, and charitable organizations. Cherish Genova provides a variety of financial services, including financial planning, portfolio management, and investment advisory services. Cherish Genova is committed to providing personalized financial advice and helping her clients achieve their financial goals.
SPECIALIZATIONS
STAMFORD, CT
27 Years Experience
0 Disclosures
ADVISOR BIO
Cheryl Degroat is a financial advisor with Roth Capital Partners, LLC located in Stamford, CT. Cheryl has been in the industry since 1998 and has experience with Morgan Stanley & Co., Incorporated and MKM PARTNERS LLC. Cheryl is licensed to sell securities in Connecticut.
SPECIALIZATIONS
WINDSOR, CT
27 Years Experience
0 Disclosures
ADVISOR BIO
Cheryl Gorski is a financial advisor with Voya Financial Partners, LLC. Cheryl has been in the financial services industry since August 1998. Cheryl is licensed to sell securities in Connecticut. Cheryl holds the Series 6 and SIE securities licenses.
SPECIALIZATIONS
No specializations listed.