Celia Panzer

About Celia Panzer

Wealth Management of Delaware Valley LLC provides full-service brokerage firm services. We offer a wide variety of investments and strategies to help you achieve your financial goals. While our special area of interest is in retirement planning and retirement asset management, as well as divorce financial advisory services, Wealth Management of Delaware Valley serves a diverse clientele.I frequently post articles of interest. Don\'t forget to check every day!If I can answer any questions, feel free to email me at any time at c••••••••@wealthdelvalley.com.I can be reached at 30••••••22 in Delaware, and at 26••••••43 in Pennsylvania.Celia is insurance and securities licensed in Delaware, and is securities licensed in Pennsylvania and New Jersey. This is not an offer or solicitation in any state.The views expressed within this site are the views of the poster alone and do not necessarily reflect the views of LifeMark, unless otherwise stated. Information provided is for educational purposes only and should not be viewed as a recommendation to buy or sell any particular financial product or service. Dependent on your individual situation, discussions presented may not be appropriate to your situation.Registered Representation of, and Securities and Investment Advisory services offered through LifeMark. Wealth Management of Delaware Valley, LLC and other listed entities are independent of LifeMark unless otherwise noted. Registered Investment Advisor. LifeMark does not offer tax or legal advice. Registered Representative and Investment Advisory Representative of LifeMark Securities Corp, Member FINRA/SIPC. WMDV is independent of, and not affiliated with, LifeMark Securities Corp.Feel free to send a request if you can see a benefit in our connection!If I can answer any questions, feel free to email me at any time at c••••••••@wealthdelvalley.com.I can be reached at 30••••••22 in Delaware, and at 26••••••43 in Pennsylvania.

Experience

1. Registered Representative

   Lifemark Securities Corp

   Apr 2012 — Present

   Integrity, leadership and service are the hallmarks of LifeMark\'s philosophy and business model. Founded in 1983, LifeMark is a nationally registered broker/dealer and SEC and registered RIA, providing a \"best in class\" array of products and services to independent financial advisors, while maintaining the flexibility to rapidly adapt to changes within the marketplace and regulatory environments. LifeMark\'s principals are nationally recognized industry leaders and experts who regularly lecture, opine, and consult on sales practices, industry standards and regulator matters.LifeMark\'s ethos places the interests of public customers first while supporting its financial advisors in their ability to deliver objective and personalized financial planning services, through the utilization of advanced financial planning software. Leveraging sophisticated technology and a comprehensive approach, advisers can provide deeper insights to solving client\'s most challenging issues. Individual plans are based on client\'s specific and unique circumstances. Examples of this unique corporate ethos can be seen throughout its 30 year history. In 2008, LifeMark became the first broker/dealer to eliminate its Pre-Dispute Arbitration Agreement as a prerequisite to opening an account with the firm. In 2013, LifeMark became the first broker/dealer to implement firm-wide training on the new GFS*(Global Financial Steward) curriculum which fully integrates the subjects of fiduciary responsibility, leadership and stewardship.LifeMark clear its general securities trading through National Financial Services LLC, a subsidary of Fidelity Investments. Please be advised that neither Celia Panzer nor LifeMark Securities can execute instructions regarding trading or distributions that are left by any means other than speaking directly with a registered representative. All inquiries must be directed to c••••••@lifemark.comMember FINRA: SIPC:

Education

• University of Delaware

  BA/BS, Economics and Technical Writing

  1979 — 1984

Skills

• Equities
• Management
• Team Building
• Financial Advisory
• Team Leadership
• Entrepreneurship
• Customer Service
• Retirement Planning
• Business Strategy
• Market Research
• Financial Planning
• Relationship Management
• Small Business
• Social Networking
• Social Media Marketing
• Business Development
• Wealth Management
• Microsoft Office
• Sales
• Strategic Planning
• Retirement
• Strategic Financial Planning
• Leadership
• Trading
• Banking
• Mutual Funds
• Risk Management
• Financial Analysis
• Strategy
• Marketing
• Life Insurance
• Finance
• Securities
• Investments
• Public Speaking
• Asset Management
• Portfolio Management
• Start-Ups
• Marketing Strategy
• Business Planning