Chelsea Makowski (CRD# 7474210) is an Investment Advisor Representative working at Senior Financial And Realty Assoc. in Orchard Park, NY and has over 7 years of experience in the finance industry. Chelsea Makowski has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1234546
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1604730
Lytle Investments
CRD# 6254146
Equitable Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Senior Financial & Realty Assoc | Orchard Park, NY | Feb 2017 - Current | 7 |
| Old Navy - Gap Inc. | Blasdell, NY | Jul 2008 - Oct 2017 | 9 |
| Bryant & Stratton College | Amherst, NY | Nov 2015 - Feb 2017 | 1 |
| Automatic Data Processing Inc. | Williamsville, NY | Sep 2014 - Nov 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2016 |
- NY
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Total Assets Under Management32MILLIONS
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Total Number of Accounts88ACCOUNTS
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Average Account Value$361,513
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
NY
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