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Celeste Karen Wall

Dynamic

Ontario, CA

Phoenix, AZ

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Current Employers
Dynamic

2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2015-10-30
  • CA RA
    APPROVED
    Since 2015-10-30

Branch Locations

Ontario, CA • United States

2415 East Camelback Road Suite 700, Phoenix, AZ 85016 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Dynamic Wealth Advisors Scottsdale AZ 10/2015 Present
  • 10/2015 → Present
    Dynamic Wealth Advisors
    Scottsdale, AZ
Previous Registrations
  • 2010-01-25 → 2015-10-31
    National Planning Corporation
    Corona, CA
Other Businesses

Celeste Wall - Insurance Agent. Ms. Wall is an Independent Agent for various Life Insurance and Annuity products and receives commissions in connection with products if implemented by clients. Ms. Wall has been an insurance agent since 2009 and devotes approximately 1% of her time for this activity. This activity is investment related.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-12-30
S63 Uniform Securities Agent State Law Examination 2009-07-24
  • S65 Uniform Investment Adviser Law Examination
    2009-12-30
  • S63 Uniform Securities Agent State Law Examination
    2009-07-24
Other Names
  • Celeste Karen Watkins
  • Celeste Wall

View on SEC IAPD

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