Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cesar? Claim Your ProfileCesar Colis vidal is an investment advisor representative with Bolton Securities Corp. located in Bolton, MA. Cesar has been in the industry since December 2009 and is registered in several states, including California, Florida, Massachusetts, New York, and Texas. Cesar has experience with a variety of clients, including individuals, corporations, and charitable organizations. He provides financial planning, pension consulting, and portfolio management services. Cesar is also an owner and operator of New York Investment Solutions, LLC.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MA
12/07/2015 - Present
Bolton Securities Corp. (BOLTON MA)
NY
08/22/2012 - 05/14/2015
RBC CAPITAL MARKETS, LLC (NEW YORK NY)
NY
09/17/2009 - 05/23/2012
MORGAN STANLEY SMITH BARNEY (NEW YORK NY)
BOTH
Issued 09/29/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 09/16/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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