Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cecelia? Claim Your ProfileCecelia Anderson is an Investment Advisor Representative associated with Davenport & Co. LLC. Cecelia has been in the securities industry since October 24, 2002. Cecelia Anderson is registered with FINRA and has been in the business for over 20 years. Previously, Cecelia was with CITIGROUP GLOBAL MARKETS INC. and WACHOVIA SECURITIES, LLC. Cecelia Anderson holds licenses for Series 7, Series 9, Series 10, Series 63 and Series 65 exams and is registered in several states.
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.
Strategic management for diversified investment portfolios.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
12b-1 fees and/or shareholder servicing fees
1
2
NC
11/08/2023 - Present
Davenport & Co. LLC (GREENSBORO NC)
NC
08/14/2008 - 03/05/2009
CITIGROUP GLOBAL MARKETS INC. (GREENSBORO NC)
MO
07/01/2003 - 07/21/2008
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
10/02/2002 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 10/18/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/04/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/21/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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