Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Celeste? Claim Your ProfileCeleste Dinerman is a financial advisor with over 24 years of experience in the financial services industry. Celeste has been with Morgan Stanley since 2013. Prior to that, Celeste worked at several other firms, including Chase Investment Services Corp., MetLife Securities Inc. and A.G. Edwards & Sons, Inc. Celeste has a wide range of experience in the financial services industry, including securities, investments and financial planning. Celeste is registered as an investment advisor representative in Connecticut, Georgia and Texas.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
GA
10/20/2021 - Present
Morgan Stanley (Alpharetta GA)
NY
09/13/2004 - 02/14/2011
CHASE INVESTMENT SERVICES CORP. (COMMACK NY)
MA
10/06/2003 - 09/16/2004
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/06/2003 - 09/16/2004
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MO
09/29/2000 - 09/10/2003
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IL
03/20/1998 - 10/03/2000
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IA
Issued 07/26/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 03/18/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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