Financial Paraplanner Qualified Professional (FPQP®)
Client Service Manager
Chelsea is a Financial Paraplanner Qualified Professional, has Oklahoma Life and Health Insurance licenses, and is licensed with both her Series 6 and 63. At The Network, she brings her passion for client services and strong ambition to find the most efficient and personalized solutions to the Virtual Admin team. Prior to joining the VA team, Chelsea has over a decade of customer service management and financial experience. She previously worked for an independent LPL Financial firm that specialized in assisting advisors with strategic asset management and implementing structured investment programs.
Chelsea graduated from Ashford University in 2013 with an Associate’s degree in Business Management. She lives in Oklahoma and enjoys spending time with her family, helping others, and immersing herself in culture.
- Financial Paraplanner Qualified Professional (FPQP®)
- FINRA Series 66: NASAA Uniform Combined State Law Examination held through Strategic Wealth Advisors Group, and LPL Financial.
- FINRA Series 6: Investment Company and Variable Contracts Products Representative Qualification Examination held through LPL Financial