Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cecilia? Claim Your ProfileCecilia Brunetti is a financial advisor with William Blair, a firm that provides investment advisory services. Cecilia has been working in the financial industry since 2001. She has an active license to provide investment advice in the state of Illinois. Cecilia has experience working at other firms, including Wayne Hummer Investments L.L.C. and Commonwealth Financial Network. Cecilia is a Series 6, 7, 9, 10, 63, 65, SIE and 99TO licensed financial professional.
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.
Equity research services
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
IL
04/18/2006 - Present
William Blair (CHICAGO IL)
IL
04/21/2004 - 04/07/2006
WAYNE HUMMER INVESTMENTS L.L.C. (CHICAGO IL)
MA
03/03/2003 - 01/20/2004
WATERSTONE FINANCIAL GROUP, INC. (BOSTON MA)
MA
08/13/2002 - 02/28/2003
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
IL
01/09/2001 - 08/13/2002
NEAR NORTH NATIONAL FINANCIAL SERVICES, INC. (CHICAGO IL)
NY
08/21/2000 - 11/28/2000
MARSH & MCLENNAN SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 10/09/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/27/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/18/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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