Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cesar? Claim Your ProfileCesar MacEdo is a financial advisor with LPL Financial LLC. Cesar has been in the financial industry since 2001 and holds Series 7, 24, 63, and 65 licenses. Cesar is also a Certified Financial Planner. Cesar's previous experience includes working with FSC Securities Corporation and WM Financial Services, Inc. Cesar's office is located in Downey, California.
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.
Consulting and other non-discretionary advisory services
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.
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2
CA
05/12/2020 - Present
LPL Financial LLC (DOWNEY CA)
CA
05/07/2013 - 11/05/2014
FSC SECURITIES CORPORATION (DOWNEY CA)
CA
07/09/2007 - 05/22/2013
LPL FINANCIAL LLC (DOWNEY CA)
CA
08/15/2001 - 07/12/2007
WM FINANCIAL SERVICES, INC. (DOWNEY CA)
IA
Issued 04/03/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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