Celestin Martin (CRD# 6372688) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in The Villages, FL and has over 10 years of experience in the finance industry. Celestin Martin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2227187
Merit Financial Advisors
CRD# 2882852
Pnc Investments
CRD# 5563678
Missionsquare Retirement
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | The Villages, FL | Jul 2020 - Current | 3 |
| Charles Schwab & Company, Inc. | Atlanta, GA | Sep 2017 - Jul 2020 | 2 |
| Charles Schwab Bank | Atlanta, GA | Sep 2017 - Jul 2020 | 2 |
| Henssler Financial | Kennesaw, GA | Jul 2016 - Sep 2017 | 1 |
| Alps Distributors, Inc. | Denver, CO | Jul 2016 - Sep 2017 | 1 |
| Ef Legacy Securities, LLC | Fairfax, VA | Apr 2016 - Jun 2016 | < 1 |
| Sanders Morris Harris Inc. | Houston, TX | Jul 2014 - Jun 2016 | 1 |
| Edelman Financial Services LLC | Fairfax, VA | Jul 2014 - Jun 2016 | 1 |
| Hanks Contracting | New York, NY | Apr 2014 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2014 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2014 |
- FL
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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