Chelly Joseph
Professional summary
Chelly Joseph, who also goes by Chelly J Bielecki, Chelly Joseph Bielecki, Chelly I Joseph, Chelly Isabella Joseph, Chelly Joseph, Chelly Isabela Joseph, Chelly Joseph-bielecki, is a registered financial advisor currently at FOLIAGE FINANCIAL located in Bonita Springs, Florida.
Chelly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Chelly has worked at 6 firms and has passed the Series 66, SIE, Series 7 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Chelly Joseph's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 20, 2025 - Present
FOLIAGE FINANCIAL
July 19, 2018 - July 31, 2025
GRADIENT SECURITIES, LLC
July 17, 2018 - August 15, 2025
GRADIENT SECURITIES, LLC
May 24, 2017 - July 17, 2018
TRANSAMERICA FINANCIAL ADVISORS, LLC
May 23, 2017 - July 17, 2018
TRANSAMERICA FINANCIAL ADVISORS, LLC
April 4, 2013 - May 12, 2017
VALIC FINANCIAL ADVISORS, INC.
April 3, 2013 - May 12, 2017
VALIC FINANCIAL ADVISORS, INC.
April 16, 2012 - March 22, 2013
FIFTH THIRD SECURITIES, INC.
March 26, 2012 - March 22, 2013
FIFTH THIRD SECURITIES, INC.
March 21, 2007 - March 9, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
January 18, 2007 - March 9, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/20/2025)
Exams
Current Firm
FOLIAGE FINANCIAL
CRD#: 335253 / SEC#:
Contact information
Red Flags
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