Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cecelia? Claim Your ProfileCecelia Dugan is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Cecelia has been in the financial industry since 1989 and has a wealth of experience providing investment advice to a wide range of clients. She specializes in providing financial planning, portfolio management, and investment consulting services to individuals, families, and businesses. Cecelia is also a Certified Financial Planner, demonstrating her commitment to providing comprehensive financial advice to her clients.
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.
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.
Investment consulting services to institutional clients
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.
1
2
DE
07/19/2024 - Present
Wells Fargo Advisors Financial Network, LLC (GREENVILLE DE)
DE
10/01/1999 - 07/19/2024
WELLS FARGO CLEARING SERVICES, LLC (GREENVILLE DE)
NC
01/01/1991 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NA
03/21/1989 - 01/01/1991
BUTCHER & SINGER INC.
IA
Issued 11/22/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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