Chelsea Clegg, CFP®
Associate Financial Strategist at McKinley Carter Wealth Services- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Jacobsburg, Ohio, United States, US
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Credentials
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Certified Financial Planner (CFP)
CFP BoardApr, 2019- Nov, 2024 -
Series 65
Financial Industry Regulatory Authority (FINRA)Mar, 2016- Nov, 2024 -
Financial Paraplanner Qualified Professional
College for Financial PlanningJun, 2015- Nov, 2024 -
Notary Public
State of OhioMar, 2014- Nov, 2024
Experience
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McKinley Carter Wealth Services
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United States
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Investment Management
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1 - 100 Employee
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Associate Financial Strategist
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Oct 2014 - Present
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United Bank
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United States
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Financial Services
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700 & Above Employee
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Sales & Service Representative
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Apr 2013 - Oct 2014
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Lowe's Companies, Inc.
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United States
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Retail
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700 & Above Employee
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Cashier
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Jun 2008 - Jun 2013
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Captain McFinn, LLC
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Youngstown, OH
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Administrative Assistant
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Aug 2012 - Dec 2012
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The Cafaro Company
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Youngstown, OH
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Administrative Assistant / Intern
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Feb 2012 - May 2012
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Education
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2008 - 2012
Youngstown State University
Bachelor's degree, Finance -
2004 - 2008
Bellaire High School
High School Diploma
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