Chelsie D. Young
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.
Chelsie Dannielle Young, who also goes by Chelsie Dannielle Young, was a registered financial professional .
Chelsie is a previously registered financial professional and started their career in finance in 2021. Chelsie had worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 6, 2022 - February 14, 2022
LARSON FINANCIAL GROUP, LLC
August 20, 2021 - February 14, 2022
LARSON FINANCIAL SECURITIES, LLC
Primary Firm SEC Registration
LARSON FINANCIAL GROUP, LLC
CRD#: 140599 / SEC#: 801-71543
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Series 7TO
Date: 8/20/2021
General Securities Representative ExaminationCurrent Firm
LARSON FINANCIAL GROUP, LLC
CRD#: 140599 / SEC#: 801-71543
Contact information
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 24,504 |
| AUM (Assets Under Management) | $ 4,032,736,835 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 08/08/2024 | ||
| 12/13/2023 | ||
| 01/03/2023 |
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.
