Best Investors Account Sign in
Current Employers
Chelsea Advisory Services, Inc

242 Main Street, Staten Island, NY 10307 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-07-15
  • FL RA
    APPROVED
    Since 2021-07-15

Branch Locations

Sarasota, FL • United States

242 Main Street, Staten Island, NY 10307 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Gwn Securities Inc Palm Beach Gardens FL 07/2015 05/2017
The Prudential Insurance Co. Of America Sarasota FL 05/2017 01/2020
Pruco Securities, Llc. Sarasota FL 05/2017 01/2020
Chelsea Financial Services Staten Island NY 01/2020 Present
  • 07/2015 → 05/2017
    Palm Beach Gardens, FL
  • 05/2017 → 01/2020
    The Prudential Insurance Co. Of America
    Sarasota, FL
  • 05/2017 → 01/2020
    Sarasota, FL
  • 01/2020 → Present
    Chelsea Financial Services
    Staten Island, NY
Previous Registrations
  • 2017-06-12 → 2020-01-08
    Sarasota, FL
    Sarasota, FL
  • 2015-07-27 → 2017-05-11
    Sarasota, FL
    Palm Beach Gardens, FL
    Palm Beach Gardens, FL
    Sarasota, FL
  • 2015-05-01 → 2015-07-28
    St. Petersburg, FL
  • 2014-08-20 → 2015-03-24
    Suncoast Advisory Group
    Sarasota, FL
  • 2010-07-21 → 2014-08-05
    Palm Beach Gardens, FL
    Palm Beach Gardens, FL
    Wayne, PA
    Cranberry Township, PA
Other Businesses

Insurance Sales through Aetna, Cigna, Mass Mutual and Humana - Not investment related Commission on Sale of Life Insurance GLG Consulting - Not investment related HEARTLAND NATIONAL LIFE INSURANCE CO.-LICENSED AGENT/COMMISSION FOR FIXED ANNUITY SALES/ APPROX 1 HR PER WEEK American General Life Insurance Co. - Market & Sell Life Insurance & Fixed Annuities/ 1 hour before and after regular business day PROTECTIVE LIFE - LIFE INSURANCE AGENT / COMMISSIONS /LESS THAN 1 HOUR A WEEK TRANSAMERICA LIFE - LIFE AGENT/ COMMISSIONS/ LESS THAN 1 HOUR PER WEEK PALM AIRE WOMEN'S CLUB 501(C)(3) - VICE PRESIDENT NO COMPENSATION/1 HOUR PER WEEK/CONDUCT MONTHLY MEETINGS InsuranceSearch LLC - Medicare Insurance - Commission - 3 Hours per month- InsuranceSearch will deliver verified Medicare leads to me during 2026 AEP, which runs from October 15 - December 7, 2025. Agent is paid only if lead results in a new Medicare policy. KEIR PLANNING/ FINANCIAL PLANNING, INVESTMENT RELATED. OWNER AND PRESIDENT/ 5 HOURS PER MONTH/Prepare and implement financial plans for clients/ fee based compensation Alpha Solutions Management - Non- Securities related/ Commission paid by insurance company for the sale of a fixed or index annuity/ 1 hour per month FORETHOUGHT LIFE INSURANCE COMPANY- SALES OF FIXED AND INDEXED ANNUITY PRODUCTS/ COMMISSION-BASED/ 1 HOUR PER MONTH

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-02-02
S63 Uniform Securities Agent State Law Examination 1990-11-20
  • S65 Uniform Investment Adviser Law Examination
    2001-02-02
  • S63 Uniform Securities Agent State Law Examination
    1990-11-20
Designations
Other Names
  • Sandy Ohehir
  • Sandra Lee Ohehir
  • Sandra Shaffer Ohehir
  • Sandra Shaffer O'HAre
  • Sandra Shaffer Ohehir
  • Sandra Shaffer O'HEhir
  • Sandra O'HEhir Keir
  • Sandra Shaffer O Hehir
  • Sandra O Hehir Keir
  • Sandra Shaffer Keir

View on SEC IAPD

More in Sarasota, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor