Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Caesar? Claim Your ProfileCaesar Anthony Cepeda is a financial professional with over 35 years of experience in the industry. Caesar is currently a Vice President at Snowden Capital Advisors LLC and Snowden Account Services, Inc. Caesar provides financial and investment advisory services to individual investors, high-net-worth individuals, corporations and charitable organizations. Caesar has a wide range of experience and holds several licenses, including the Series 65, Series 63, Series 7, Series 10, Series 9, and Series 31. Caesar holds a variety of designations and provides financial planning, portfolio management, and pension consulting services. Caesar has also been a President at Plan B Athletics Inc.
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.
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CA
05/14/2021 - Present
Snowden Capital Advisors LLC (PASADENA CA)
CA
04/29/1987 - 01/14/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PASADENA CA)
IA
Issued 11/03/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/11/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/20/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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