Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cecilia? Claim Your ProfileCecilia Christina Shepherd is an Investment Advisor Representative at Navigation Wealth Management, Inc. She is licensed in Colorado. Cecilia has a strong background in the financial services industry. She is dedicated to providing her clients with personalized financial advice and guidance. Cecilia is committed to helping her clients achieve their financial goals. Cecilia is passionate about helping people make informed decisions about their finances. She is dedicated to helping her clients achieve their financial goals. Cecilia is a trusted financial advisor with a proven track record of success.
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.
Personalized portfolio management to meet individual financial objectives.
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.
Referral fees
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CO
11/13/2018 - Present
Navigation Wealth Management (FORT COLLINS CO)
IA
Issued 10/25/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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