Chelsea Emmalyne Newell

Current Employers

Employment History

• 09/2016 → 04/2017
  First Command Financial Services
  Jacksonville, NC
• 08/2015 → 05/2019
  Pennsylvania State University
  State College, PA
• 02/2016 → 09/2016
  Unemployed
  Na, NC
• 04/2017 → 01/2018
  Unemployed
  Na, CA
• 01/2018 → 01/2019
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 01/2018 → 11/2018
  Northwestern Mutual Investment Services Llc
  Carlsbad, CA
• 01/2019 → 03/2020
  Tom Stewart
  Carlsbad, CA
• 01/2019 → 03/2020
  Northwestern Mutual Investment Services Llc
  Carlsbad, CA
• 02/2020 → 04/2020
  Grand Tradition Estate & Gardens
  Fallbrook, CA
• 03/2020 → 04/2020
  Chantel Bonneau Stewart
  San Diego, CA
• 12/2020 → 06/2021
  Pure Financial
  San Diego, CA
• 04/2020 → 12/2020
  Unemployed
  N/A, CA
• 06/2021 → 06/2023
  Pruvit
  Melissa, TX
• 02/2022 → 01/2024
  Woodbury Financial Services Inc
  Carlsbad, CA
• 01/2024 → Present
  Osaic Wealth, Inc.
  Carlsbad, CA
• 03/2022 → Present
  Guide My Finances
  Carlsbad, CA

Other Businesses

1. RUZAM, LLC POSITION: Registered Associate NATURE: I am an employee of Guide My Finances, which is a DBA of Ruzam, LLC. I am paid a salary rather than being compensated through Woodbury/Osaic directly. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 03/01/2022 ADDRESS: 1265 Carlsbad Village Dr, #201, Carlsbad CA 92008, United States DESCRIPTION: Assist Senior Advisors with paraplanning and client servicing. 2. CHELSEA NEWELL POSITION: Social Media Influencer NATURE: Social Media brand deals. They are sporadic and less than $5k/year. They are conducted through my Instagram and Tiktok. @chels.ocean for both. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2023 ADDRESS: 5240 Kingswood Ct, Oceanside CA 92056, United States DESCRIPTION: Create videos about products I use, such as makeup or skin products; or venues I frequent, such as the zoo or a restaurant. 3. RUZAM, LLC POSITION: Registered Associate NATURE: I am an employee of Guide My Finances, which is a DBA of Ruzam, LLC. I am paid a salary and receiving revenue sharing directly from Osaic. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 03/01/2022 ADDRESS: 1265 Carlsbad Village Dr, #201, Carlsbad CA 92008, United States DESCRIPTION: Meet with clients, complete financial plan, manage investment assets.

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-05-03

Designations

Other Names

• Chelsea E Sweeney
• Chelsea E Newell
• Chelsea E Sweeney
• Chelsea Emmalyne Newell