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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cedric? Claim Your ProfileCedric Bronilla is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., and has been in the industry since 2001. Cedric has a combined 17 years of experience in the investment and securities industry. Cedric has a wide range of experience, having worked for companies including World Group Securities, Inc., Bear, Stearns & Co. Inc., Wells Fargo Investments, LLC, and Wells Fargo Securities Inc. Cedric has Series 63, 66 and 7 licenses as well as the SIE license and is registered in 12 states. Cedric focuses on individuals, high-net-worth individuals, corporations, and pension plans. Cedric is also a registered investment advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. and provides a wide range of services to clients, including portfolio management, financial planning, and research.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
CA
03/22/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SEAL BEACH CA)
CA
02/23/2005 - 01/23/2008
WORLD GROUP SECURITIES, INC. (BREA CA)
NY
05/10/2001 - 07/10/2003
BEAR, STEARNS & CO. INC. (NEW YORK NY)
CA
05/02/2001 - 05/17/2001
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
01/06/2000 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
BOTH
Issued 02/15/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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