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Cesar Ramon Bernal

Alight Financial Advisors, LLC

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About Cesar Ramon Bernal

Cesar Ramon Bernal JR is a financial advisor at Alight Financial Advisors, LLC. Cesar Ramon Bernal has over 10 years of experience in the financial industry. Cesar Ramon Bernal holds Series 6, Series 63, Series 65 and SIE licenses. Cesar Ramon Bernal has a current registration in Florida and North Carolina.

Firm Information

Cesar Bernal is currently registered with Alight Financial Advisors, LLC. Alight Financial Advisors, LLC is an investment advisor registered with the SEC and located in Charlotte, NC. The firm manages approximately $10 billion to $50 billion in assets for individuals. They offer a range of services including financial planning, portfolio management, and educational seminars. They are also a participant in wrap fee programs.
Alight Financial Advisors, LLC

9335 HARRIS CORNERS PARKWAY

CHARLOTTE, NC 28269

$33.74B

Assets Under Management

Not reported

Total Clients

69

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Set-up fees and related services

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Cesar Bernal’s Registration & Firm History

NC

01/28/2022 - Present

Alight Financial Advisors, LLC (CHARLOTTE NC)

MN

03/16/2021 - 05/12/2021

CETERA INVESTMENT SERVICES LLC (ST. CLOUD MN)

FL

05/07/2020 - 10/26/2020

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (CORAL GABLES FL)

FL

11/26/2018 - 05/07/2020

VALIC FINANCIAL ADVISORS, INC. (MIAMI FL)

FL

10/01/2012 - 06/01/2018

J.P. MORGAN SECURITIES LLC (MIAMI FL)

FL

11/05/2011 - 10/01/2012

CHASE INVESTMENT SERVICES CORP. (MIAMI FL)

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Licenses & Designations

BC

Issued 02/05/2022

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 01/28/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/04/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Cesar Ramon Bernal.
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