Unclaimed
Taulant Cela is a financial advisor registered with Wells Fargo Clearing Services, LLC and has been in the industry since February 2, 2007. Cela holds Series 7, 31, 63, 65, and 66 licenses. Previous experience includes working for J.P. Morgan Securities LLC, Chase Investment Services Corp., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Summit Equities, Inc., AXA Advisors, LLC, Morgan Stanley DW Inc., and Solid ISG Capital Markets, LLC.
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.
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.
Investment consulting services to institutional clients
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.
1
2
NJ
02/04/2022 - Present
Wells Fargo Clearing Services, LLC (SUMMIT NJ)
NJ
10/01/2012 - 02/06/2022
J.P. MORGAN SECURITIES LLC (CRANFORD NJ)
NJ
12/21/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (UNION NJ)
NJ
04/16/2010 - 11/09/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
NJ
10/19/2007 - 07/21/2009
SUMMIT EQUITIES, INC. (PARSIPPANY NJ)
NY
11/26/2002 - 05/08/2003
AXA ADVISORS, LLC (NEW YORK NY)
NY
09/06/2001 - 06/19/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
03/08/2001 - 06/15/2001
SOLID ISG CAPITAL MARKETS, LLC (NEW YORK NY)
BOTH
Issued 08/05/2009
Series 66 - Uniform Combined State Law Examination
IA
Issued 11/13/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2007
Series 7 - General Securities Representative Examination
BC
Issued 12/07/2001
Series 31 - Futures Managed Funds Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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