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Louise Alida Celio

Fidelity Brokerage Services LLC

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About Louise Alida Celio

Louise Alida Celio has been in the financial services industry since October 5, 1991. Currently, Louise is registered with Fidelity Brokerage Services LLC as a broker. Louise has also held previous roles with National Financial Services LLC, Hornor, Townsend & Kent, Inc., UBS Financial Services Inc., A. G. Edwards & Sons, Inc., Dean Witter Reynolds Inc., Legg Mason Wood Walker, Incorporated, Invest Financial Corporation, PaineWebber Incorporated, Boston Institutional Services Incorporated, and Greenwich Capital Markets, Inc.. Louise holds Series 3, 7, 63, and 66 licenses and a SIE certification.

Firm Information

Louise Celio is currently registered with Fidelity Brokerage Services LLC. Fidelity Brokerage Services LLC is a Limited Liability Company formed on June 8, 2000. The firm is registered in 53 states and is approved by the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

6,116

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Louise Celio’s Registration & Firm History

TX

07/24/2013 - Present

Fidelity Brokerage Services LLC (WESTLAKE TX)

TX

08/31/2011 - 07/02/2013

NATIONAL FINANCIAL SERVICES LLC (WESTLAKE TX)

RI

07/28/2010 - 09/24/2010

HORNOR, TOWNSEND & KENT, INC. (WARWICK RI)

RI

08/09/2007 - 08/29/2008

UBS FINANCIAL SERVICES INC. (PROVIDENCE RI)

RI

04/12/2000 - 08/06/2007

A. G. EDWARDS & SONS, INC. (PROVIDENCE RI)

NY

02/10/1997 - 03/30/2000

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

MD

03/20/1996 - 01/16/1997

LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)

MO

08/15/1995 - 12/18/1995

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

WI

04/05/1994 - 06/14/1995

INVEST FINANCIAL CORPORATION (APPLETON WI)

NJ

01/24/1989 - 04/20/1994

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

MA

05/10/1988 - 10/20/1988

BOSTON INSTITUTIONAL SERVICES INCORPORATED (BOSTON MA)

NA

11/25/1987 - 03/03/1988

GREENWICH CAPITAL MARKETS, INC.

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Licenses & Designations

BOTH

Issued 05/07/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/12/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/21/1987

Series 7 - General Securities Representative Examination

BC

Issued 11/17/1986

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

New York Stock Exchange

Disclosures

There are no public disclosures for Louise Alida Celio.
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