Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Celeste? Claim Your ProfileCeleste Mari Friend is a financial advisor currently associated with Voya Financial Advisors, Inc. Celeste Mari Friend has been in the industry for 21 years. Celeste Mari Friend is a Registered Representative and Investment Advisor Representative in the state of Tennessee. Celeste Mari Friend has also previously been employed at VALIC FINANCIAL ADVISORS, INC., RAYMOND JAMES FINANCIAL SERVICES, INC., FIRST TENNESSEE BROKERAGE, INC., and MORGAN STANLEY DW INC. Celeste Mari Friend has experience in the financial services industry, holding various positions, including investment advisor, financial planner, and insurance agent.
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.
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.
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
TN
04/11/2023 - Present
Voya Financial Advisors, Inc. (Nashville TN)
TN
01/04/2013 - 03/15/2023
VALIC FINANCIAL ADVISORS, INC. (BRENTWOOD TN)
TN
05/03/2006 - 10/14/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (CHATTANOOGA TN)
TN
08/16/2005 - 05/03/2006
FIRST TENNESSEE BROKERAGE, INC. (CHATTANOOGA TN)
NY
11/28/2001 - 07/06/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BC
Issued 12/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 01/02/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/09/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2013
Series 7 - General Securities Representative Examination
BC
Issued 01/11/2002
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
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