Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Celeste? Claim Your ProfileCeleste W. Jordan is a financial advisor with Wells Fargo Clearing Services, LLC. Celeste has been in the financial industry since June 1, 2012. Celeste is registered with the state of Missouri. Celeste holds the Series 66, Series 7, Series 9, and Series 10 licenses. Celeste specializes in working with individuals, corporations, high-net-worth individuals, and pension and profit-sharing plans. Celeste has worked for Wells Fargo Advisors Financial Network, LLC, MML Investors Services, LLC, and Wells Fargo Advisors, LLC.
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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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.
1
2
MO
09/29/2014 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
10/27/2017 - 07/18/2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
MO
07/02/2013 - 05/15/2014
MML INVESTORS SERVICES, LLC (KANSAS CITY MO)
KS
01/01/2012 - 06/11/2013
WELLS FARGO ADVISORS, LLC (OVERLAND PARK KS)
BOTH
Issued 04/26/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/17/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/08/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2011
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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