Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Celeste? Claim Your ProfileCeleste Lee is a financial professional with over five years of experience in the industry. Celeste is currently registered with Bessemer Investor Services, Inc. and holds a Series 7, Series 66 and SIE licenses. Celeste has previously worked with Royal Alliance Associates, Inc. and Signator Investors, Inc.
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.
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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2
CA
05/11/2022 - Present
Bessemer Investor Services, Inc. (SAN FRANCISCO CA)
CA
11/02/2018 - 02/04/2022
ROYAL ALLIANCE ASSOCIATES, INC. (REDWOOD CITY CA)
CA
07/20/2017 - 11/02/2018
SIGNATOR INVESTORS, INC. (REDWOOD CITY CA)
BOTH
Issued 09/06/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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