Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Celeste? Claim Your ProfileCeleste Simone Bevilacqua is a financial advisor who has been in the industry since 1992. Celeste is currently registered with Fidelity Personal AND Workplace Advisors in Massachusetts and is licensed to provide investment advice in multiple states. Celeste has a wide range of experience, having previously worked with Edward Jones, Scarsdale Equities LLC, Directed Services LLC, Axa Distributors, LLC, Lincoln Financial Distributors, Inc., Allmerica Investments, Inc. and Monarch Securities, Inc. Celeste is committed to providing personalized financial advice to help individuals and families reach 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.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (NEW YORK NY)
NY
01/14/2013 - 07/20/2016
EDWARD JONES (LAGRANGEVILLE NY)
NY
08/05/2010 - 02/04/2011
SCARSDALE EQUITIES LLC (NEW YORK NY)
PA
01/08/2008 - 10/31/2008
DIRECTED SERVICES LLC (WEST CHESTER PA)
NC
04/20/2006 - 05/02/2006
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
PA
01/27/2003 - 03/24/2005
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
MA
09/28/1992 - 11/25/2002
ALLMERICA INVESTMENTS, INC. (WORCESTER MA)
NA
01/13/1986 - 08/17/1992
MONARCH SECURITIES, INC.
BOTH
Issued 01/19/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/28/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/1991
Series 7 - General Securities Representative Examination
BC
Issued 01/10/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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