Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cecelia? Claim Your ProfileCecelia Marie Jiampetti is a registered representative with Raymond James Financial Services Advisors, Inc. and has been in the industry since December 5, 1999. Cecelia has a wide range of experience and holds several licenses, including Series 7, Series 63, and Series 66. Cecelia has worked with Benjamin F. Edwards & Company, Inc. and Wells Fargo Advisors, LLC in the past. Cecelia specializes in providing financial planning, portfolio management, and pension consulting services to individuals, corporations, and other businesses.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NJ
04/29/2024 - Present
Raymond James Financial Services Advisors, Inc. (Northfield NJ)
NJ
09/07/2012 - 05/06/2024
BENJAMIN F. EDWARDS & COMPANY, INC. (NORTHFIELD NJ)
NJ
01/01/2008 - 09/10/2012
WELLS FARGO ADVISORS, LLC (LINWOOD NJ)
NJ
12/06/1999 - 01/03/2008
A. G. EDWARDS & SONS, INC. (NORTHFIELD NJ)
BOTH
Issued 08/23/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Cecelia Jiampetti is the right advisor for you? Invested Better is here to help.
