Celina A. Ochoa
Professional summary
Celina Anderza Ochoa, who also goes by Celina Anderza Ochoa Edwards, Celina Anderza Ochoa Edwards, Celina Anderza Ochoa, Celina Ochoa, is a registered financial advisor currently at HAYNIE WEALTH MANAGEMENT LLC located in Austin, Texas.
Celina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Celina has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Celina Anderza Ochoa's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 1, 2021 - Present
HAYNIE WEALTH MANAGEMENT LLC
Office #1: 8303 N. Mopac Expy Ste. A-120, Austin, TX 78759March 11, 2021 - April 21, 2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
November 20, 2012 - March 8, 2021
J.P. MORGAN SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/20/2024)
(6/4/2024)
(10/1/2021)
(3/24/2022)
Exams
Current Firm
HAYNIE WEALTH MANAGEMENT LLC
CRD#: 305852 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 405 |
| AUM (Assets Under Management) | $ 70,894,557 |
Red Flags
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