Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Celia? Claim Your ProfileCelia Martel has been in the financial services industry since 1998. Celia is currently registered with Charles Schwab & Co., Inc. as a Registered Representative and Investment Advisor Representative. Celia has previously worked at USAA Financial Advisors, Inc. Celia holds a Series 7, Series 24, Series 63, and Series 65 licenses and is a Certified Financial Planner. Celia's firm, Charles Schwab & Co., Inc., offers a variety of financial services, including financial planning, portfolio management, and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CO
05/28/2020 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
TX
04/09/2008 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
07/17/2006 - 01/29/2008
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
TX
12/14/2004 - 06/29/2006
AMERIPRISE FINANCIAL SERVICES, INC. (AUSTIN TX)
MN
12/14/2004 - 06/29/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
04/16/1998 - 10/27/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/16/1998 - 10/27/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 1/27/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/12/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/15/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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