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Bonnie Marie Celia

W & S Brokerage Services, Inc.

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About Bonnie Marie Celia

Bonnie Marie Celia has been in the financial industry since April 2010 and has worked at W&S Brokerage Services, Inc. since July 2009. Bonnie Marie Celia specializes in Investment Company Products/Variable Contracts and Securities Industry Essentials. Bonnie Marie Celia is registered as an investment advisor representative in North Carolina and is also licensed in several other states, including California, Colorado, Florida, Maryland, South Carolina, Virginia, and West Virginia. Bonnie Marie Celia's primary focus is providing portfolio management for individuals and selection of other advisers.

Firm Information

Bonnie Celia is currently registered with W & S Brokerage Services, Inc.. W&S Brokerage Services, Inc. is a corporation formed in 1974 and headquartered in Cincinnati, Ohio. The firm provides investment advisory services to individuals and is registered with the SEC and in 52 states. With over 85 registered representatives, W&S Brokerage Services, Inc. manages over $122 million in assets for its clients, offering portfolio management services and selection of other advisers.
W & S Brokerage Services, Inc.

400 BROADWAY

CINCINNATI, OH 45202

$122.86M

Assets Under Management

451

Total Clients

434

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bonnie Celia’s Registration & Firm History

NC

03/15/2022 - Present

W&S Brokerage Services, Inc. (Wilmington NC)

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Licenses & Designations

IA

Issued 02/11/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/29/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/23/2017

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/19/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Bonnie Marie Celia. Review regulatory record here.
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