Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cecil? Claim Your ProfileCecil Gene Jester is a financial advisor with over 30 years of experience in the industry. Cecil has held various positions at firms such as Morgan Stanley, UBS Financial Services, and Wachovia Securities. Cecil currently works at Robert W. Baird & Co. Inc. as a Registered Representative and Investment Advisor Representative. Cecil holds the Series 7, 9, 10, 31, 63, and 65 licenses, as well as registrations in 35 states and the District of Columbia.
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.
See schedule d
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.
Hard dollar payments for research
1
2
SC
10/27/2017 - Present
Robert W. Baird & Co. Inc. (Charleston SC)
NC
06/01/2009 - 10/30/2017
MORGAN STANLEY (CHAPEL HILL NC)
NC
01/16/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (RALEIGH NC)
NC
08/06/2004 - 01/27/2009
UBS FINANCIAL SERVICES INC. (CHAPEL HILL NC)
MO
06/15/2002 - 08/12/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
09/06/1996 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
GA
01/22/1993 - 09/12/1996
THE ROBINSON-HUMPHREY COMPANY INC. (ATLANTA GA)
NC
03/27/1989 - 01/27/1993
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
NA
02/24/1988 - 04/03/1989
THOMSON MCKINNON SECURITIES INC.
NA
11/25/1987 - 02/24/1988
CAROLINA SECURITIES CORPORATION
IA
Issued 02/15/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/27/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/22/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 11/21/1987
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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