Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cecilia? Claim Your ProfileCecilia Ingle is a financial advisor with over 20 years of experience in the financial services industry. Cecilia is currently registered with Fidelity Brokerage Services LLC and has previously held positions with National Financial Services LLC, Fidelity Brokerage Services LLC, and Charles Schwab & Co., Inc. Cecilia holds the Series 63, 7, 9, 10 and SIE licenses. Cecilia is registered in Massachusetts, Texas, and Utah.
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.
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.
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2
TX
07/26/2011 - Present
Fidelity Brokerage Services LLC (WESTLAKE TX)
TX
02/12/2009 - 07/08/2011
NATIONAL FINANCIAL SERVICES LLC (WESTLAKE TX)
TX
04/07/2004 - 01/21/2009
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
09/23/1999 - 07/02/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BC
Issued 09/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/06/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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