EC
EC

Ernest Chisena

41 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
487 advisors
Number of Clients
37,091 clients
Average Client Portfolio
$98K average
Assets Under Management
$3.7B

Fee Structure

Minimum Investment:$2K
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Location

West Chester, PA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Ernest is an insurance agent selling fixed insurance products, including life, annuities, disability, and long-term care, dedicating about a quarter of his time. He also owns a resort rental property managed by Hilton Hotels, spending minimal time on it.

Employment History
Current Registrations
Latitude Advisors, LLC
November 2009 - Present · 16 yrs 3 mos
Gwn Securities INC.Broker
November 2009 - Present · 16 yrs 3 mos
Previous Registrations
Medallion Advisory Services, LLC
February 2000 - November 2009 · 9 yrs 9 mos
Medallion Investment Services, INC.Broker
August 1999 - November 2009 · 10 yrs 3 mos
Wharton Equity CorporationBroker
July 1989 - September 1999 · 10 yrs 2 mos
Fsc Securities CorporationBroker
January 1988 - July 1989 · 1 yr 6 mos
Cigna Securities, INC.Broker
February 1984 - February 1988 · 4 yrs
State Registrations8 states
DEFLIDMDNJNYPAVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.