Unclaimed
Cecilia Maria Tenner is an investment advisor representative who is currently registered with Western International Securities, Inc.. Cecilia is also registered as an investment advisor in the state of California and Texas. Cecilia is currently based in Rancho Palos Verdes, CA, but also has an office in Crystal Bay, NV. Cecilia has been in the financial services industry since August of 2004 and has a Series 65 license. Cecilia has worked for Alliance 360 Insurance Solutions and Brink Financial Group, Inc. in the past. In addition to her current registrations, Cecilia is also associated with Brink Financial Group, Inc. through her other business.
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.
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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CA
03/15/2023 - Present
Western International Securities, Inc. (Rancho Palos Verdes CA)
IA
Issued 06/17/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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