CELESTE WILLEY - PARA PLANNER

ADMINISTRATIVE ASSISTANT / Para Planner

Phone: 207-877-9450
Fax: 207-877-8876
E-mail:

 

 

Celeste has worked in the financial and insurance industries for 17 years. She is an administrative assistant at Prime Financial and is dedicated to providing excellent customer service. Celeste is a Para Planner. As a lifetime resident of Maine, Celeste feels a strong sense of community.

A native of Winslow, Celeste enjoys gardening, reading, hiking and spending time with her two children and grandchildren.  

 

Celeste is  located in the Waterville office  at 753 West River Road. Celeste may be reached by phone at (800)877-9450. Her email address is cwilley@investorscapital.com  

 

 

 

 

She holds multiple FINRA security and insurance licenses:

  • FINRA
  • Series 63 (Uniform Securities Agent State Law Exam)
  • Series 7 (General Securities Representative)
  • Series 24 (General Securities Principal)
  • Series 65 (Uniform Investment Advisor Law Exam)

Lisa is licensed to do securities business in the following states: Alabama, Colorado, Florida, Georgia, Illinois, Indiana, Maine, Maryland, Michigan, Missouri, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Tennessee, Texas & Utah.

Lisa is based out of the Waterville, Maineoffice and may be reached by phone at (800) 877-9450. Her email address is lpomerleau@investorscapital.com