Financial Services Representative @ (July 2023 - August 2024)
Licensed Broker @ (December 2023 - July 2024)
Financial Planning Intern @ Chapel & Collins - Raymond James (February 2023 - May 2023)
Family Wealth Planner @ (June 2022 - August 2022)
Chloe Bartels Education
Colorado State University
Bachelor's degree (Financial Planning)
2018-2023
Chloe Bartels Summary
Chloe Bartels, based in United States, is currently a Associate Financial Advisor at Addison Avenue Investment Services. Chloe Bartels brings experience from previous roles at TrailWise Financial Partners, Charles Schwab and Chapel & Collins - Raymond James. Chloe Bartels holds a 2018 - 2023 Bachelor's degree in Financial Planning @ Colorado State University. Chloe Bartels has 1 emails on RocketReach.
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