Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Filipina? Claim Your ProfileFilipina Fontimayor Cecil is a financial advisor registered with Osaic Wealth, Inc. and has over 20 years of experience in the industry. Filipina is licensed to provide financial advice in California, Florida, Texas, and Virginia. Filipina holds a Series 6 license, as well as the Series 63 and SIE exams, and is a registered representative with FINRA. In addition to her current role at Osaic Wealth, Inc., Filipina has previous experience with United Securities Alliance, Inc. and WMA Securities, Inc. Filipina's professional specialties include providing financial advice, educational seminars, portfolio management for individuals, and portfolio management for businesses.
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.
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
VA
03/01/2007 - Present
Osaic Wealth, Inc. (VIRGINIA BEACH VA)
VA
09/24/2001 - 03/01/2007
UNITED SECURITIES ALLIANCE, INC. (VIRGINIA BEACH VA)
GA
09/25/2000 - 08/20/2001
WMA SECURITIES, INC. (DULUTH GA)
BC
Issued 03/30/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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