Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chelsea? Claim Your ProfileChelsea Emmalyne Newell is a financial advisor with over five years of experience in the industry. Chelsea is registered with Osaic Wealth, Inc. and Guide MY Finances. Chelsea has a Series 6 and Series 63 license and is also a Certified Financial Planner. Chelsea has a demonstrated history of success in providing financial planning and portfolio management services to individuals, corporations, and charitable organizations. Chelsea is passionate about helping clients achieve their financial goals, and she is committed to providing personalized service and sound advice.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
09/12/2024 - Present
Osaic Wealth, Inc. (CARLSBAD CA)
CA
02/25/2022 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (CARLSBAD CA)
CA
02/08/2019 - 05/07/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SAN DIEGO CA)
CA
07/03/2018 - 11/15/2018
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CARLSBAD CA)
BC
Issued 05/03/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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