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CS

Chelsea R. Sain

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CRD#: 5847270
CS

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Chelsea Roxann Sain, who also goes by Chelsea Roxann Kelley, was a registered financial professional .

Chelsea is a previously registered financial professional and started their career in finance in 2012. Chelsea had worked at 2 firms and has passed the Series 27 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Chelsea Roxann Kelley

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

August 7, 2017 - September 21, 2017

CITY SECURITIES CORPORATION

BD
CRD#: 1459
INDIANAPOLIS, IN
Past

February 28, 2017 - November 2, 2017

STIFEL, NICOLAUS & COMPANY, INCORPORATED

BD
CRD#: 793
INDIANAPOLIS, IN
Past

November 13, 2012 - February 28, 2017

CITY SECURITIES CORPORATION

BD
CRD#: 1459
INDIANAPOLIS, IN

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


Principal/Supervisory Exam
RR
Series 27
Date: 11/12/2012
Financial and Operations Principal Examination

Current Firm


CS
CITY SECURITIES CORPORATION
BURNETT JACOBSON FINANCIAL GROUP | TANNER WEALTH MANAGEMENT | STROUSE KELLER INCOME ADVISORS | SAGAMORE FINANCIAL GROUP | RAINES/DIETZ ADVISORY TEAM | PRATT INVESTMENT GROUP | PERRY RAINES GROUP | PATHWAY ADVISORY GROUP | MINAS SABAU PORTERFIELD GROUP | MAINSTAY WEALTH MANAGEMENT GROUP | LEGACY FINANCIAL GROUP | JACK PERRY WEALTH MANAGEMENT | ENDEAVOR INVESTMENT SOLUTIONS | CITY WEALTH ADVISORS | CITY SECURITIES CORPORATION

CRD#: 1459 / SEC#: 801-67527, 8-975

BD
Terminated by SEC on 09/18/2017
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Contact information


Main Address
30 South Meridian Street Suite 600, Indianapolis, IN 46204-3573
Mailing Address
Phone number
Established
Indiana since 01/01/1925
Firm type
Corporation
Fiscal year end
September
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

ADV PART 2A - APPENDIX 1 - WRAP BROCHURE (12/19/2016)

Direct owners and executive officers


NamePositionCRD#
CITY SECURITIES, LLCHOLDING COMPANY
OLSEN, JOHN GERALDCCO1395283

Disclosures


Regulatory Event14

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


CITY SECURITIES CORPORATION

CRD#: 1459

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