Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cesar? Claim Your ProfileCesar Jimenez is a registered representative with Charles Schwab & Co., Inc. Cesar is also registered in Illinois. Cesar was previously registered with TD Ameritrade, Inc. Cesar has passed the General Securities Representative Examination, Securities Industry Essentials Examination and the Uniform Securities Agent State Law Examination. Cesar has been in the industry since February 22, 2021.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
AZ
11/03/2023 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
IL
02/22/2021 - 11/03/2023
TD AMERITRADE, INC. (CHICAGO IL)
BC
Issued 03/09/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Cesar Jimenez is the right advisor for you? Invested Better is here to help.
