Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cesar? Claim Your ProfileCesar Tovias is a registered representative with J.p. Morgan Securities LLC. Cesar has over 30 years of experience in the financial services industry, specializing in investment management. Cesar holds Series 4, 7, 24, 52, 53, 63, and 65 licenses. Cesar has previously worked at Chase Investment Services Corp., BANC One Securities Corporation, Morgan Stanley DW Inc., John Dawson & Associates, Inc., Mathews, Holmquist & Associates, Inc., and Chatfield Dean & Co., Inc. Cesar is registered in 21 states and specializes in investments for individuals, businesses, and institutions.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
IL
09/19/2013 - Present
J.p. Morgan Securities LLC (OAK LAWN IL)
IL
07/06/2005 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
11/12/2002 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NY
10/12/1998 - 11/05/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
IL
10/06/1992 - 10/14/1998
JOHN DAWSON & ASSOCIATES, INC. (CHICAGO IL)
NA
03/19/1992 - 09/03/1992
MATHEWS, HOLMQUIST & ASSOCIATES, INC.
CO
10/10/1991 - 03/25/1992
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 11/10/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2012
Series 4 - Registered Options Principal Examination
BC
Issued 06/25/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/05/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/1991
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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