Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cesar? Claim Your ProfileCesar Sison is a financial advisor registered with Wintrust Investments LLC, with over 20 years of experience in the financial services industry. Cesar has held various positions at different financial institutions including American Express Financial Advisors Inc. and Focused Investments L.L.C.. Cesar holds Series 66 and Series 7 licenses, as well as the Securities Industry Essentials (SIE) Exam. Cesar focuses on providing financial planning, portfolio management services for individuals and businesses, and selection of other advisors. Cesar is registered in various states including Illinois, Florida, Georgia, Indiana, Kansas, Kentucky, Michigan, Minnesota, Mississippi, Missouri, Nebraska, Tennessee, Texas, Virginia, Washington and Wisconsin.
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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2
IL
04/10/2006 - Present
Wintrust Investments LLC (ALTAMONT IL)
IL
03/22/2001 - 12/07/2006
FOCUSED INVESTMENTS L.L.C. (PANA IL)
MN
07/12/2000 - 10/26/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/12/2000 - 10/26/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 07/25/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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