Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Georgeen? Claim Your ProfileGeorgeen Renea Cepeda is a financial advisor at LPL Financial LLC, a large firm with over $463 billion in assets under management. Georgeen has been in the industry for several years, having worked at other prominent firms such as Citigroup and Merrill Lynch. She holds the Series 7, Series 66, and SIE licenses, and she is registered to provide investment advice in Arizona and Texas. Georgeen has specialized in working with high net worth individuals, corporations, and charitable organizations. She is committed to providing financial guidance and personalized investment strategies to help clients reach their financial goals.
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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AZ
07/18/2024 - Present
LPL Financial LLC (PHOENIX AZ)
AZ
12/25/2023 - 04/08/2024
CITI PRIVATE ALTERNATIVES, LLC (Phoenix AZ)
AZ
12/25/2023 - 04/08/2024
CITIGROUP GLOBAL MARKETS INC. (PHOENIX AZ)
BOTH
Issued 09/18/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/24/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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