Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cesar? Claim Your ProfileCesar Alberto Toro is a financial advisor who has been working in the industry since February 15, 2016. Cesar is currently registered with Avantax Advisory Services in Lake Mary, FL. Cesar also holds a Series 66 license, which allows him to provide investment advice to clients in Florida. Cesar has been providing financial advice for 11 years. Cesar has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Cesar also provides financial planning, portfolio management, and pension consulting services.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
FL
02/02/2023 - Present
Avantax Advisory Services (Lake Mary FL)
FL
04/13/2020 - 08/23/2021
MML INVESTORS SERVICES, LLC (ORLANDO FL)
FL
07/30/2018 - 12/19/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ORLANDO FL)
MN
11/09/2012 - 12/06/2016
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
BOTH
Issued 12/16/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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