Unclaimed
Alexander Cesar is a financial advisor with Cetera Investment Advisers LLC. Alexander has been working in the financial industry since 2000. Alexander is registered with the state of Florida and holds Series 6, 7, 63, and 66 licenses. Alexander has been with Cetera Investment Advisers LLC since 2020. Prior to that, Alexander was with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC. Alexander specializes in providing financial advice to individuals, families, and businesses. Alexander can help with a variety of financial planning needs including retirement planning, college savings, and investment management. Alexander also provides wealth management services to high net worth individuals and families.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
FL
11/24/2020 - Present
Cetera Investment Advisers LLC (MIAMI FL)
FL
10/29/2014 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CORAL GABLES FL)
FL
05/30/2013 - 10/13/2014
J.P. MORGAN SECURITIES LLC (MIAMI FL)
FL
10/27/2011 - 05/01/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CORAL GABLES FL)
FL
06/23/2008 - 09/19/2011
SUNTRUST INVESTMENT SERVICES, INC. (CORAL GABLES FL)
FL
11/09/2004 - 05/13/2008
BANC OF AMERICA INVESTMENT SERVICES, INC. (CORAL GABLES FL)
CA
06/13/2000 - 12/03/2003
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NC
07/14/1998 - 03/30/1999
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 8/20/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/4/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/16/2008
Series 7 - General Securities Representative Examination
BC
Issued 7/13/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Alexander Cesar is the right advisor for you? Invested Better is here to help.