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 is a financial professional with over 22 years of experience in the financial services industry. Celia has a strong track record of providing comprehensive financial advice to individuals and families. She is a CERTIFIED FINANCIAL PLANNER™ professional and has extensive experience in financial planning, portfolio management, and retirement planning. Celia is currently registered with Charles Schwab & CO., Inc. Celia's professional experience also includes previous roles with USAA FINANCIAL ADVISORS, INC., 1ST GLOBAL CAPITAL CORP., and AMERIPRISE FINANCIAL SERVICES, INC. Celia is committed to providing her clients with personalized advice and guidance to help them achieve their financial goals.
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
1
2
TX
05/28/2020 - Present
Charles Schwab & CO., Inc. (SAN ANTONIO TX)
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 01/27/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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