Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Celia? Claim Your ProfileCelia A Rafalko is a financial advisor with Cary Street Partners. Celia has been in the industry since 2002. Celia holds a Series 7, Series 10, Series 9, Series 24, Series 63, and Series 65 licenses. Celia has experience working with clients who are individuals, high-net-worth individuals, charitable organizations, pension and profit sharing plans, corporations or other businesses, and state or municipal government entities. Celia is a board member of the Goochland Free Clinic and Family Services and acts as the trustee for a non-family related account. Celia is also the chair of the investment committee for the Deep Run Hunt Club and the Richmond Forum.
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.
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.
Revenue sharing with certain third parties
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2
VA
12/04/2017 - Present
Cary Street Partners (Glen Allen VA)
VA
09/21/2009 - 03/11/2010
CAPITOL SECURITIES MANAGEMENT, INC. (GLEN ALLEN VA)
VA
05/09/2002 - 01/12/2009
WACHOVIA SECURITIES, LLC (RICHMOND VA)
BC
Issued 11/03/2008
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/01/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/24/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/22/2003
Series 24 - General Securities Principal Examination
BC
Issued 06/05/2023
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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