Celine Pujol, financial advisor San Diego CA
96 score

Celine Pujol

CRD Number: 5376673
Current Firm: Cetera Advisor Networks LLC

Celine Pujol (CRD# 5376673) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in San Diego, CA and has over 7 years of experience in the finance industry. Celine Pujol 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.

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Professional Designations
Company Name Location Dates Years
Cetera Advisor Networks LLC El Segundo, CA Jan 2018 - Current < 1
First Allied Securities, Inc. San Diego, CA Jan 2018 - Current < 1
Cetera Advisors LLC Denver, CO Jan 2018 - Current < 1
Cetera Financial Specialists LLC Schaumburg, IL Jan 2018 - Current < 1
Cetera Investment Services LLC St Cloud, MN Jan 2018 - Current < 1
Summit Brokerage Services, Inc. Boca Raton, FL Jan 2018 - Current < 1
Unionbanc Investment Services San Diego, CA Mar 2012 - Dec 2017 5
Td Ameritrade Institutional San Diego, CA Aug 2010 - Mar 2012 1
Pridestaff San Diego, CA Jun 2010 - Aug 2010 < 1
Unemployed San Diego, CA Mar 2010 - Jun 2010 < 1
Macy's Pleasanton, CA Nov 2008 - Mar 2010 1
Unemployed Danville, CA Jun 2008 - Nov 2008 < 1
Full-time Education San Diego, CA Sep 2007 - May 2008 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2010
S65 NASAA Investment Advisors Law Examination Aug 2012
Contact Info for Celine Pujol
Phone Number: 310-326-3100
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    15,298
    MILLIONS
  • Total Number of Accounts
    68,142
    ACCOUNTS
  • Average Account Value
    $224,499
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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