Mark CeliCRD Number: 1676074
Current Firm: St. Bernard Financial Services, Inc.
Mark Celi (CRD# 1676074) is an Investment Advisor Representative working at St. Bernard Financial Services, Inc. in Concord, MA and has over 29 years of experience in the finance industry.
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
Claybrook Capital, LLC
|First Asset Financial Inc.||Salina, KS||Oct 2017 - Dec 2019||2|
|Unemployed||Concord, MA||Dec 2015 - Oct 2017||1|
|First Asset Financial Inc.||Salina, KS||Nov 2011 - Nov 2015||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1992|
|S66||NASAA Uniform Combined State Law Examination||Jun 2018|
Total Assets Under Management121MILLIONS
Total Number of Accounts502ACCOUNTS
Average Account Value$241,166
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, LA, MA, MI, MN, MO, MS, NC, NE, NH, NY, OH, OK, OR, PA, RI, TN, TX, VA, WA
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