Celeste Mari Friend

Employer firm

Voya Financial Advisors, Inc. CRD 2882

$3.87B regulatory AUM 120 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2012 → 04/2023
  Valic Financial Advisors, Inc.
  Knoxville, TN
• 12/2022 → 04/2023
  Agia
  Houston, TX
• 04/2023 → Present
  Voya Financial Advisors
  Ooltewah, TN

Previous Registrations

• 2013-02-04 → 2023-03-15
  Valic Financial Advisors, Inc.
  Knoxville, TN
  Brentwood, TN
• 2008-11-19 → 2013-01-31
  Bellwether Investment Group, Llc
  Chattanooga, TN
• 2006-05-15 → 2008-10-14
  Raymond James Financial Services, Inc.
  Chattanooga, TN
• 2005-08-17 → 2006-05-03
  First Horizon Advisors, Inc.
  Chattanooga, TN
  Cleveland, TN
• 2004-01-27 → 2005-07-06
  Morgan Stanley Dw Inc.
  Chattanooga, TN

Other Businesses

INDEPENDENT INSURANCE AGENT POSITION: agent NATURE: fixed insurance sales INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 04/10/2023 ADDRESS: 8827 Finney Point Drive, Ooltewah TN 37363, United States DESCRIPTION: agent RENTAL PROPERTIES (4) POSITION: owner/operator NATURE: Landlord INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/10/2023 ADDRESS: 8827 Finney Point Drive, Ooltewah TN 37363, United States DESCRIPTION: collect rent, manage maintenance, mange tenant

Exams

• S63 Uniform Securities Agent State Law Examination
  2012-12-21
• S66 Uniform Combined State Law Examination
  2002-01-02

Designations

• Certified Financial Planner

Other Names

• Celeste Mari Arp
• Celeste Friend Arp