Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cesar? Claim Your ProfileCesar Dantes is a financial advisor with Prosperity Financial Group, Inc. Cesar has over 30 years of experience in the financial services industry. Cesar is registered to provide investment advisory services in California. His previous experience includes time at Raymond James Financial Services, Inc., Raymond James & Associates, Inc., Wells Fargo Investments, LLC, Citigroup Global Markets Inc. and Lehman Brothers Inc.. Cesar holds a Series 7 and Series 63 license. He specializes in financial planning, portfolio management for businesses and individuals, and selection of other advisors.
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.
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
01/01/2025 - Present
Prosperity Financial Group, Inc. (SAN RAMON CA)
CA
01/13/2009 - 06/01/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (SAN RAMON CA)
CA
09/01/2006 - 12/03/2008
RAYMOND JAMES & ASSOCIATES, INC. (WALNUT CREEK CA)
CA
11/19/2004 - 09/11/2006
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
NY
07/31/1993 - 11/29/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
07/07/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
04/23/1986 - 06/15/1988
PRUDENTIAL-BACHE SECURITIES INC.
BC
Issued 12/16/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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