Social Media/Social Share & Compliance Disclaimers
The purpose of our social media channels is to share & discuss news and information about Chelsea Financial Services (hereafter “Company) and the financial industry, along with general news and local happenings.
Neither the information provided nor any opinion expressed in any of Company’s and Representatives’ social media posts or social media shares constitutes a solicitation for the purchase or sale of any securities. Any shared articles, shared photos, shared news stories, shared videos, or shared posts (herafter “social shares”) are property of their original publishers, writers, and/or media outlets. Social shares are typically published from the referenced media’s RSS feed or social share icons, or via reposting from the same. Social shares and content contained, linked, or referenced in them are not created by us nor endorsed by us and should not be considered financial or investment advice. We assume no liability for the accuracy nor validity of any Social shares and are not responsible for any results obtained or not obtained from the use of this information. Furthermore, the information contained, referenced, shared and/or linked is provided on an “as is” basis with no guarantees of completeness, accuracy, usefullness or timeliness. Company cannot warrant that this site, any linked sites, and any social shares will be error-free, omission-free or free of viruses or other harmful items.
Under no circumstances shall Company or its affiliates, partners, suppliers or licensors be liable for any indirect, incidential, consequential, special or exemplary damages arising out of or in connection with your access or use of or inability to access or use this website and third party content and services, whether or not the damages were foreseeable and whether or not the Company was advised of the possibility of such damages. Without limiting the generality of the foregoing, Company’s aggregate liability to you (whether under contract, tort, statute or otherwise) shall not exceed the amount of Twenty-Five USD ($25.00). The foregoing limitations will apply even if the above stated remedy fails of its essential purpose.
The SEC’s Regulation Best Interest (Reg BI) under the Securities Exchange Act of 1934 establishes a “best interest” standard of conduct for broker-dealers and associated persons when they make a recommendation to a retail customer of any securities transaction or investment strategy involving securities, including recommendations of types of accounts. As part of the rulemaking package, the SEC also adopted new rules and forms to require Broker-Dealers and investment advisers to provide a brief relationship summary, Form CRS. Broker-Dealers are also required to provide the more detailed disclosures found in the Reg BI Disclosure booklet, while Investment Advisors are required to provide their FORM ADV. Chelsea separately requires the Form CRS Client Acknowledgement Letter to be signed and returned with all new account applications indicating clients have received the aforementioned disclosures.
After reviewing the above linked pdf documents, please contact Chelsea Financial Services for more complete information regarding the features and benefits of Chelsea Financial Services, including fees and expenses.
An investment’s share price and investment return will vary with market conditions, and the principal value of an investment when you sell your shares may be more or less than the original cost.
The information provided in this website should not be considered legal/tax advice. You should consult a qualified tax, legal or financial advisor to discuss your specific tax situation.
Confidential or time-sensitive security-related communications should not be transmitted to Chelsea Financial Services via the Internet as there can be no assurance of actual or timely delivery, receipt and/or confidentiality. Neither can there be any assurance that messages transmitted by electronic mail will not be corrupted, lost, deleted or modified.
Chelsea Financial Services reserves the right to refrain from processing or executing instructions received via electronic mail until verification of the information is obtained in another format acceptable to Chelsea Financial Services.
Neither the information nor any opinion expressed constitutes a solicitation for the purchase or sale of any securities.
Municipal Securities Rulemaking Board (MSRB) Investor Information:
Chelsea Financial Services is registered with the Municipal Securities Rulemaking Board (MSRB) and the U.S. Securities and Exchange Commission. The website address of MSRB is msrb.org. An investor brochure that describes the protections that may be provided by MSRB’s rules and how to file a complaint with an appropriate regulatory authority can be found at MSRB’s website, at http://msrb.org/~/media/Files/Resources/MSRB-Investor-Brochure.ashx?la=e