Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Celeste? Claim Your ProfileCeleste Liberty Yu is an investment advisor representative associated with Two Firs Financial. Celeste is a Certified Financial Planner with over 10 years of experience in the industry and holds the Series 66, Series 7, and SIE exams. Celeste has a background in real estate and has experience working with individuals, high-net-worth individuals, and charitable organizations. Celeste is committed to providing her clients with personalized financial advice to help them achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
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.
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2
WA
12/04/2018 - Present
TWO Firs Financial (SEATTLE WA)
WA
11/10/2014 - 12/19/2018
HD VEST INVESTMENT SERVICES (Bellevue WA)
BOTH
Issued 12/15/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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