Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Celeste? Claim Your ProfileCeleste Wall is a registered investment advisor representative with Dynamic Wealth Advisors, a firm based in Phoenix, Arizona. Celeste has been in the financial services industry since 2009. Celeste specializes in working with high-net-worth individuals, corporations, charities, and pension and profit-sharing plans. Celeste also has a Series 6, 7, 63, and 65 licenses and offers financial planning, pension consulting, educational seminars, and model portfolio advisor services.
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.
Personalized portfolio management to meet individual financial objectives.
Model portfolio adviser services for third party program
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.
Asset-based and flat fees for model portfolio adviser services
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CA
10/30/2015 - Present
Dynamic Wealth Advisors (Ontario CA)
CA
08/18/2009 - 10/31/2015
NATIONAL PLANNING CORPORATION (CORONA CA)
IA
Issued 12/30/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/31/2015
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/17/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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