Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cesar? Claim Your ProfileCesar Agustin Armas crespo is a registered investment advisor representative associated with Charles Schwab & CO., Inc.. Cesar is a financial advisor and has been in the securities industry since 2021. Cesar is registered to provide investment advisory services in 53 states and has Series 63, Series 66, and Series 7TO licenses. Cesar has experience with both individual and institutional clients. Cesar is based in The Villages, FL.
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
FL
04/23/2024 - Present
Charles Schwab & CO., Inc. (The Villages FL)
BOTH
Issued 03/25/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/23/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/16/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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