Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cecilia? Claim Your ProfileCecilia Mavico is a financial advisor with Truist Advisory Services, Inc., working out of their Charlotte, NC office. Cecilia has been in the financial services industry for over 23 years and has a broad range of experience in financial planning, portfolio management, and publication of periodicals. Cecilia is registered with the state of North Carolina.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
A percentage of the total value of assets under management is charged.
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2
NC
06/12/2023 - Present
Truist Advisory Services, Inc. (CHARLOTTE NC)
NC
03/02/2022 - 08/26/2022
ROBINHOOD FINANCIAL, LLC (Charlotte NC)
NC
06/03/2002 - 12/20/2002
CLARK/BARDES FINANCIAL SERVICES, INC. (GREENSBORO NC)
TX
05/18/2000 - 06/10/2002
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
BOTH
Issued 06/05/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/24/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/11/2001
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/09/2001
Series 4 - Registered Options Principal Examination
BC
Issued 05/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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