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 registered with Guide My Finances, a registered investment advisor (RIA) firm located in Carlsbad, California. Chelsea has over 5 years of experience in the financial services industry, having worked for various firms such as Northwestern Mutual Investment Services, LLC and Woodbury Financial Services, Inc. Chelsea is a Certified Financial Planner™ and holds the Series 6, Series 63, and SIE licenses. Chelsea provides financial planning services to individuals and businesses, and is committed to helping her clients achieve their financial goals.
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.
1
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 5/3/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/3/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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