Ted Lynn Chartier

Current Employers

Employment History

• 07/2013 → 06/2020
  Ubs Financial Services Inc
  Leawood, KS
• 06/2020 → Present
  Wells Fargo Advisors Financial Network, Llc
  Leawood, KS

Previous Registrations

• 2002-12-03 → 2020-07-17
  Ubs Financial Services Inc.
  Leawood, KS
  Kansas City, MO
  Kansas City, MO
  Leawood, KS
• 2002-09-17 → 2002-12-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Kansas City, MO

Other Businesses

FCS HOLDINGS, LLC DBA FCS PRIVATE WEALTH MANAGEMENT & FCS FAMILY OFFICE; INVESTMENT RELATED; LEAWOOD,KS; 14% OWNERSHIP; START 6/23/2020; NUMBER OF HOURS PER MONTH 300; NUMBER OF HOURS DURING TRADING 160; FINET PRACTICE. CHARTIER, INC; INVESTMENT RELATED; LEAWOOD,KS; 100% OWNERSHIP; START 6/23/2020; NUMBER OF HOURS PER MONTH 4; NUMBER OF HOURS DURING TRADING 0; HOLDING COMPANY FOR FINET PRACTICE. NEXTGEN PREP, LLC; NOT INVESTMENT RELATED; KANSAS CITY,MO; 80% OWNERSHIP WITH SPOUSE; START 1/6/2021; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; EARLY CHILDHOOD LEARNING CENTER. FCS REAL ESTATE, LLC; NOT INV. RELATED; LEAWOOD,KS; 15% OWNERSHIP; START 8/1/2020; NUMBER OF HOURS PER MONTH 1; NUMBER OF HOURS DURING TRADING 0; HOLDS BUILDING THAT HOUSES FINET PRACTICE. RENTAL PROPERTY; INV. RELATED; LEAWOOD,KS; 15% OWNERSHIP; START 2/10/2022; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; OWNER. META, NOT INV RELATED, MELO PARK, CA, DIGITAL CREATOR, START 8/26/2022, 2 HOURS PER MONTH, ZERO HOURS DURING TRADING, POSTING PERSONAL REELS. CHARTIER RANCH LLC, INV RELATED, GARDNER, KS, 100% OWNERSHIP VIA TRUST, START 2/29/2024, ZERO HOURS PER MONTH, ZERO HOURS DURING TRADING, FARMING, LIVESTOCK, AND BOARDING HORSES BUSINESS.

Exams

• S66 Uniform Combined State Law Examination
  2002-09-13

Designations