Chelsea SeibelCRD Number: 5964695
Current Firm: Rbc Capital Markets, LLC
Chelsea Seibel (CRD# 5964695) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Westminster, MD and has over 5 years of experience in the finance industry. Chelsea Seibel 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.
Northwestern Mutual Investment Services,llc
Commonwealth Financial Network
Nfp Advisor Services, LLC
|Rbc Capital Markets, LLC||Westmisnter, MD||Jul 2016 - Current||< 1|
|Lincoln Financial Advisors||Lutherville, MD||Feb 2014 - Jul 2016||2|
|Fidelity Investments||King Of Prussia, PA||Jun 2011 - Jan 2014||2|
|Gettysburg College||Gettysburg, PA||Aug 2010 - Jun 2011||< 1|
|First Financial Group||Frederick, MD||Jun 2010 - Aug 2010||< 1|
|Antrim 1844 Country House Hotel||Taneytown, MD||Jun 2009 - Aug 2010||1|
|Gettysburg College||Gettysburg, PA||Feb 2008 - Jun 2009||1|
|Stephen P. Bourexis, Attorney||Westminster, MD||Nov 2007 - Feb 2008||< 1|
|High School/middle School||Westminster, MD||Jun 2001 - Nov 2007||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2011|
|S66||NASAA Uniform Combined State Law Examination||Feb 2013|
Total Assets Under Management76,274MILLIONS
Total Number of Accounts192,243ACCOUNTS
Average Account Value$396,757
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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