Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Edward Celaya is a financial advisor with over 20 years of experience in the industry. George has been registered with LPL Financial LLC since 2021 and prior to that, was registered with BMO HARRIS FINANCIAL ADVISORS, INC. and M&I FINANCIAL ADVISORS, INC. George is licensed to offer securities and investment advisory services in Arizona and Texas. George has a wide range of experience, including working with individuals, corporations, and charitable organizations.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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AZ
07/18/2023 - Present
LPL Financial LLC (ORO VALLEY AZ)
AZ
08/01/2012 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (TUCSON-RIVER ROAD AZ)
AZ
02/19/2008 - 08/01/2012
M&I FINANCIAL ADVISORS, INC (ORO VALLEY AZ)
AZ
07/06/2005 - 02/01/2007
CHASE INVESTMENT SERVICES CORP. (TUCSON AZ)
IL
03/16/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
08/19/2002 - 02/27/2004
HORACE MANN INVESTORS INC (SPRINGFIELD IL)
AZ
06/07/2001 - 08/12/2002
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
BOTH
Issued 04/13/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2009
Series 7 - General Securities Representative Examination
BC
Issued 06/05/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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