Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Celia? Claim Your ProfileCelia Gorbatovsky is a financial advisor with over 17 years of experience in the industry. Celia is currently registered with J.P. Morgan Securities LLC and J.P. Morgan Private Wealth Advisors LLC. Prior to joining J.P. Morgan, Celia worked at First Republic Securities Company, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley and UBS Financial Services Inc. Celia has a wide range of experience in providing financial advice to individuals, businesses, and institutions. Celia holds a Series 3, Series 7, Series 9, Series 10, and Series 66 license.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
05/29/2024 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
10/08/2018 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (NEW YORK NY)
NY
09/13/2013 - 10/08/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
05/02/2011 - 09/12/2013
MORGAN STANLEY (NEW YORK NY)
NY
10/19/2006 - 05/03/2011
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
NY
02/27/2006 - 08/30/2006
OPPENHEIMER & CO. INC. (NEW YORK NY)
BOTH
Issued 11/29/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/11/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/01/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2013
Series 3 - National Commodity Futures Examination
BC
Issued 02/24/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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