Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Celie? Claim Your ProfileCelie Nelson Stanley is a registered investment advisor representative with Beacon Wealth Consultants, Inc. based in Raleigh, NC. Celie has been in the financial industry since September 2024. Before working at Beacon Wealth Consultants, Inc. Celie worked at Academy High School, Pool Management Group, Southeastern Baptist Theological Seminary, and Chick-Fil-A. Celie is a graduate of Southeastern Baptist Theological Seminary. Celie has passed the Uniform Investment Adviser Law Examination. Celie is committed to providing comprehensive financial planning and investment management services to individuals, families, and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Estate administration, legacy coaching
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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VA
09/17/2024 - Present
Beacon Wealth Consultants, Inc. (ROANOKE VA)
Active
Inactive
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