Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cecile? Claim Your ProfileCecile Baggenstos is a financial advisor with over 18 years of experience in the industry. Cecile is currently registered with &partners, a firm with a strong reputation for providing personalized financial advice. Cecile has extensive experience working with individuals, families, and businesses. Cecile is committed to helping clients achieve their financial goals.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
WA
06/28/2024 - Present
&partners (Pe Ell WA)
WA
07/16/2010 - 12/12/2023
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CHEHALIS WA)
WA
01/01/2008 - 07/19/2010
WELLS FARGO ADVISORS, LLC (CHEHALIS WA)
WA
01/27/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CHEHALIS WA)
BOTH
Issued 04/04/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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