Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Celia? Claim Your ProfileCelia Martinez is a financial advisor registered with Cetera Investment Advisers LLC. Celia has been working in the financial services industry since 1997. Celia is licensed in California. Celia is a Registered Representative and Investment Advisor Representative with the firm. Celia provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. Celia is also registered with the Financial Industry Regulatory Authority (FINRA) as an arbitrator.
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.
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2
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (EL SEGUNDO CA)
CA
02/02/2016 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (EL SEGUNDO CA)
CA
02/02/2016 - 12/03/2019
SUMMIT BROKERAGE SERVICES, INC. (EL SEGUNDO CA)
CA
02/02/2016 - 11/01/2017
GIRARD SECURITIES, INC. (EL SEGUNDO CA)
CA
02/02/2016 - 12/14/2016
LEGEND EQUITIES CORPORATION (El Segundo CA)
CA
02/02/2016 - 11/09/2016
INVESTORS CAPITAL CORP. (EL SEGUNDO CA)
CA
02/02/2016 - 11/09/2016
VSR FINANCIAL SERVICES, INC. (el segundo CA)
CA
08/27/2007 - 08/26/2008
MORGAN PEABODY, INC. (SHERMAN OAKS CA)
CA
08/03/2001 - 08/21/2007
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
CA
10/20/1997 - 10/07/1999
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
CA
09/12/1995 - 09/15/1997
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
CA
01/19/1995 - 03/28/1995
DAEHAN SECURITIES, INC. (LOS ANGELES CA)
CA
10/10/1994 - 02/09/1995
MONTANO SECURITIES CORPORATION (ORANGE CA)
BOTH
Issued 10/8/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2005
Series 53 - Municipal Securities Principal Examination
BC
Issued 8/13/2001
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/5/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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