Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Celestin? Claim Your ProfileCelestin Martin is a financial advisor currently working with Fidelity Personal And Workplace Advisors. Celestin has over 9 years of experience in the financial services industry. Celestin is licensed to provide financial advice in 28 states and is also registered as an Investment Advisor Representative. Celestin holds the Series 63, 65, 7 and SIE licenses and is also a Certified Financial Planner. Celestin is active in working with clients including high net worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and corporations or other businesses.
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.
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2
FL
09/09/2022 - Present
Fidelity Personal AND Workplace Advisors (THE VILLAGES FL)
GA
10/04/2017 - 07/30/2020
CHARLES SCHWAB & CO., INC. (Atlanta GA)
CO
08/19/2016 - 09/05/2017
ALPS DISTRIBUTORS, INC. (DENVER CO)
VA
04/22/2016 - 07/05/2016
EF LEGACY SECURITIES, LLC (FAIRFAX VA)
VA
10/16/2014 - 04/22/2016
SANDERS MORRIS HARRIS LLC (FAIRFAX VA)
BC
Issued 11/03/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/19/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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