Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark Edward Celi is an investment advisor representative currently registered with St. Bernard Financial Services, Inc. based in Russellville, AR. Mark has been in the industry since 2008. Prior to joining St. Bernard Financial Services, Inc., Mark has held previous positions with First Asset Financial Inc. and Merrill Lynch Funds Distributor, Inc. Mark is licensed to provide investment advice in Massachusetts.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
MA
01/30/2020 - Present
ST. Bernard Financial Services, Inc. (Concord MA)
KS
10/12/2017 - 12/24/2019
FIRST ASSET FINANCIAL INC. (SALINA KS)
KS
11/07/2011 - 11/16/2015
FIRST ASSET FINANCIAL INC. (SALINA KS)
NY
07/27/2009 - 12/15/2009
BISHOP, ROSEN & CO., INC. (NEW YORK NY)
MA
11/20/2003 - 06/20/2007
KIMBALL & CROSS INVESTMENT MANAGEMENT CORP. (BOSTON MA)
NY
06/27/1996 - 11/04/1996
MERRILL LYNCH FUNDS DISTRIBUTOR, INC. (NEW YORK NY)
MA
03/27/1992 - 02/02/1993
G.R. STUART & COMPANY, INC. (MAYNARD MA)
BOTH
Issued 06/21/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/01/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2003
Series 7 - General Securities Representative Examination
BC
Issued 06/26/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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