Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Celestina? Claim Your ProfileCelestina Curiel-robb is a financial professional with over 30 years of experience in the financial services industry. Celestina is currently registered with LPL Enterprise, LLC. Previously, Celestina has worked with Lincoln Financial Securities Corporation, Waddell & Reed, Inc., New England Securities, Mutual of Omaha Investor Services, Inc., and Mutual of Omaha Fund Management Company. Celestina holds Series 6, Series 22, and Series 63 licenses and the SIE exam. Celestina specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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
OH
11/14/2024 - Present
LPL Enterprise, LLC (COLUMBUS OH)
KY
10/17/2005 - 07/09/2010
LINCOLN FINANCIAL SECURITIES CORPORATION (HEBRON KY)
KS
09/22/1999 - 06/27/2005
WADDELL & REED, INC. (OVERLAND PARK KS)
NY
05/17/1994 - 08/30/1995
NEW ENGLAND SECURITIES (NEW YORK NY)
NE
01/26/1993 - 04/26/1994
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
NE
04/21/1987 - 12/31/1991
MUTUAL OF OMAHA FUND MANAGEMENT COMPANY (OMAHA NE)
BC
Issued 11/05/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2009
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/17/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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