Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Celeste? Claim Your ProfileCeleste Byers is a financial advisor with LPL Financial LLC in MELBOURNE, FL. Celeste has been in the financial services industry since November 1996. Celeste holds licenses to provide investment advice and sell securities in Florida. Celeste has experience working with clients at several firms including INVEST FINANCIAL CORPORATION, SUNTRUST INVESTMENT SERVICES, INC. and BB&T INVESTMENT SERVICES, INC. Celeste is also a Certified Financial Planner.
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.
Consulting and other non-discretionary advisory services
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.
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2
FL
11/17/2017 - Present
LPL Financial LLC (MELBOURNE FL)
FL
11/16/2016 - 11/16/2017
INVEST FINANCIAL CORPORATION (VERO BEACH FL)
FL
12/23/2013 - 10/06/2016
SUNTRUST INVESTMENT SERVICES, INC. (ORLANDO FL)
FL
12/13/2005 - 11/18/2013
BB&T INVESTMENT SERVICES, INC. (WINTER PARK FL)
NC
08/22/2000 - 12/31/2004
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
WI
11/19/1998 - 09/15/2000
INVEST FINANCIAL CORPORATION (APPLETON WI)
NC
09/25/1995 - 12/10/1997
SIGNET FINANCIAL SERVICES,INC. (CHARLOTTE NC)
IA
Issued 12/17/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2005
Series 7 - General Securities Representative Examination
BC
Issued 09/22/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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