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Fernando Lomeli cesate

Schwab Wealth Advisory, Inc.

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About Fernando Lomeli cesate

Fernando Lomeli cesate is a financial advisor at Schwab Wealth Advisory, Inc.. Fernando is registered in 53 states and the District of Columbia. Fernando has been in the financial services industry since November 18, 2020. Previously, Fernando worked at WELLS FARGO CLEARING SERVICES, LLC and TD Ameritrade, Inc.. Fernando has passed the Series 7, Series 63, Series 66 and SIE exams. Fernando provides financial planning, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Fernando Lomeli cesate is currently registered with Schwab Wealth Advisory, Inc.. Schwab Wealth Advisory, Inc. is an investment advisory firm based in SAN FRANCISCO, CA, United States. The firm provides financial planning and portfolio management services to individuals, businesses, and high-net-worth individuals. They also offer a wrap fee program.
Schwab Wealth Advisory, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105-1901

Not reported

Assets Under Management

141,801

Total Clients

904

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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other

Swa program paid by wrap sponsor pursuant to cost plan formula.

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Fernando Lomeli cesate’s Registration & Firm History

TX

05/31/2022 - Present

Schwab Wealth Advisory, Inc. (Westlake TX)

MO

07/21/2021 - 02/15/2022

WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)

TX

09/18/2020 - 05/19/2021

TD AMERITRADE, INC. (Southlake TX)

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Licenses & Designations

BOTH

Issued 05/31/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/28/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/18/2020

Series 7TO - General Securities Representative Examination

BC

Issued 07/28/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Fernando Lomeli cesate.
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