Celina M. Whinery
Professional summary
Celina M Whinery, who also goes by Celina Marie Krall, Celina Marie Purdue, Celina Marie Whinery, is a registered financial professional currently at PURSHE KAPLAN STERLING INVESTMENTS located in Westlake Village, California.
Celina is registered as a RR (Registered Representative) and started their career in finance in 2007. Celina has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Celina M Whinery's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 22, 2025 - Present
PURSHE KAPLAN STERLING INVESTMENTS
Office #1: 4195 E Thousand Oaks Blvd Suite 250, Westlake Village, CA 91362July 16, 2024 - January 2, 2025
PURSHE KAPLAN STERLING INVESTMENTS
September 16, 2010 - May 28, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
September 16, 2010 - May 28, 2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
June 1, 2009 - June 18, 2010
MORGAN STANLEY
June 1, 2009 - June 18, 2010
MORGAN STANLEY
September 18, 2007 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
June 29, 2007 - June 1, 2009
CITIGROUP GLOBAL MARKETS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/22/2025)
Exams
FINRA
Current Firm
PURSHE KAPLAN STERLING INVESTMENTS
CRD#: 35747 / SEC#: , 8-46844
Contact information
FINRA licenses (52 States and Territories)
Disclosures
| Regulatory Event | 11 |
| Arbitration | 2 |
Red Flags
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