Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Celeste? Claim Your ProfileCeleste Kennard is an Investment Advisor Representative at Diversify Wealth Management, LLC. Celeste has been in the financial services industry since 2015 and holds a Series 65 license. Celeste has experience working with high-net-worth individuals, corporations, and charitable organizations. Celeste provides a variety of financial planning services, including portfolio management and financial planning. Diversify Wealth Management, LLC is a Registered Investment Advisor with the state of Utah and manages over $458 million in assets.
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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UT
02/22/2024 - Present
Diversify Wealth Management, LLC (OREM UT)
IA
Issued 12/30/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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