Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Celine? Claim Your ProfileCeline Pujol is a financial advisor with over 12 years of experience in the industry. Celine is currently registered with Cetera Investment Advisers LLC and is licensed to provide financial advice in California. Prior to joining Cetera Investment Advisers LLC, Celine was employed by First Allied Securities, Inc., Summit Brokerage Services, Inc., and UnionBanc Investment Services, LLC. Celine holds a Series 63, Series 65, and Series 7 license and has passed the General Securities Principal Examination (Series 24). Celine is also a Certified Financial Planner.
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 (SAN DIEGO CA)
CA
01/10/2018 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
01/10/2018 - 12/03/2019
SUMMIT BROKERAGE SERVICES, INC. (San Diego CA)
CA
03/22/2012 - 01/03/2018
UNIONBANC INVESTMENT SERVICES, LLC (SAN DIEGO CA)
NE
11/16/2010 - 03/28/2012
TD AMERITRADE, INC. (OMAHA NE)
IA
Issued 08/15/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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