Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Hilberto? Claim Your ProfileHilberto Cerda is a financial advisor with Cerda Munoz Advisors, Inc., based in Whittier, CA. Hilberto has been in the industry since 2006 and has a Series 6 and Series 63 license. He is a Certified Financial Planner and has experience working with individuals, families, and small businesses. The firm provides a variety of financial services, including financial planning, portfolio management, and selection of other advisors. Hilberto is dedicated to helping clients achieve 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.
Helps you choose top advisors aligned with your financial goals.
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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CA
06/05/2014 - Present
Cerda Munoz Advisors, Inc. (WHITTIER CA)
CA
02/06/2006 - 11/30/2009
FSC SECURITIES CORPORATION (SANTA FE SPRINGS CA)
BC
Issued 01/16/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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