Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cecilia? Claim Your ProfileCecilia McQueen is a financial advisor with LPL Financial LLC. Cecilia has been in the financial services industry since 2004 and has a wide range of experience working with individuals, businesses, and institutions. Cecilia is licensed to provide investment advice in North Carolina and South Carolina. Cecilia is committed to providing her clients with personalized financial advice and guidance. Cecilia 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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
SC
04/30/2024 - Present
LPL Financial LLC (FORT MILL SC)
NC
01/28/2020 - 01/25/2022
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
NC
03/25/2017 - 06/04/2019
MML INVESTORS SERVICES, LLC (CHARLOTTE NC)
NC
02/25/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (CHARLOTTE NC)
NC
01/24/2011 - 02/06/2015
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
05/25/2006 - 01/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHARLOTTE NC)
PA
11/10/2004 - 12/13/2005
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 05/28/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/21/2019
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/24/2018
Series 4 - Registered Options Principal Examination
BC
Issued 08/16/2014
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2008
Series 7 - General Securities Representative Examination
BC
Issued 11/09/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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