Years of Experience
5-20+ Years
Pasadena, CA
26 Years Experience
1 Disclosures
ADVISOR BIO
Cecil Yan see Ho is a financial advisor with Morgan Stanley. Cecil has been in the financial services industry since September 16, 1998. Cecil is registered with the state of California and Texas and has a Series 7, Series 63, and Series 65 licenses. Cecil specializes in providing financial advice to individuals, businesses, and institutions.
SPECIALIZATIONS
LOS ANGELES, CA
5 Years Experience
6 Disclosures
ADVISOR BIO
Cecilia Lyon is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Cecilia has been in the industry for over 10 years and has a wide range of experience in providing financial advice to individuals, businesses, and institutions. Cecilia holds a Series 7, Series 66, and SIE license and is registered with the state of Texas and California. Cecilia is a member of the Missouri State University, EMA Alumni Board and has a strong commitment to giving back to the community.
SPECIALIZATIONS
BEVERLY HILLS, CA
2 Years Experience
0 Disclosures
ADVISOR BIO
Cecilia U. Pramono is a financial professional with J.P. Morgan Securities LLC. Cecilia has a Series 63 license and has passed the Series 6TO and SIE exams. Cecilia is registered to provide financial advice and securities services in California. Cecilia has worked in the financial industry since January 11, 2023.
SPECIALIZATIONS
SAN MATEO, CA
19 Years Experience
0 Disclosures
ADVISOR BIO
Cecilia Yaw-chyun Ho is a registered representative with Emerson Equity LLC, a registered investment advisor firm based in San Mateo, California. Cecilia has been in the industry since 2004 and is a Series 7, Series 63, and SIE licensed professional. Cecilia has prior experience with other firms such as Sorrento Pacific Financial, LLC, Partnervest Securities, Inc., VSR Financial Services, Inc., Sunamerica Securities, Inc. and World Group Securities, Inc. She has a strong track record of success in the financial services industry, and she is dedicated to providing her clients with personalized investment advice and guidance. Emerson Equity LLC offers investment advisory services for individuals, and provides a range of services, including financial planning, portfolio management, selection of other advisors, and education seminars.
SPECIALIZATIONS
SAN MARCOS, CA
1 Years Experience
0 Disclosures
ADVISOR BIO
Cecilia Ramirez is a financial professional with J.p. Morgan Securities LLC and is registered in the state of California. Cecilia's professional experience includes a background in Investments. Cecilia specializes in providing investment advice for a range of clients, including individuals, corporations, and institutions. She has a strong understanding of the financial markets and a commitment to providing personalized financial guidance.
SPECIALIZATIONS
WESTLAKE VILLAGE, CA
11 Years Experience
0 Disclosures
ADVISOR BIO
Cecilia Ramos is a financial advisor with Wells Fargo Clearing Services, LLC and has been in the industry for almost 10 years. Cecilia is based out of the Northridge, CA office, and has extensive experience in the field with previous positions at J.P. Morgan Securities LLC and PRUCO Securities, LLC. Cecilia is a registered investment advisor and holds Series 6, 7TO, 63 and 66 licenses as well as the SIE. Cecilia is able to provide investment advice to individuals, businesses, charitable organizations, pension and profit-sharing plans, and insurance companies.
SPECIALIZATIONS
SANTA MONICA, CA
6 Years Experience
0 Disclosures
ADVISOR BIO
Cecilia Gutierrez Mata is an investment advisor representative with Fidelity Personal And Workplace Advisors. Cecilia has been in the industry since 2018 and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Cecilia is registered to provide investment advisory services in 26 states, including California, Texas, Florida, and New York. Cecilia holds the Series 7, Series 66, and SIE licenses. Cecilia is a Certified Financial Planner and offers financial planning, portfolio management, and educational seminars to individuals, families, and businesses.
SPECIALIZATIONS
Rancho Palos Verdes, CA
0 Disclosures
ADVISOR BIO
Cecilia Maria Tenner is an investment advisor representative who is currently registered with Western International Securities, Inc.. Cecilia is also registered as an investment advisor in the state of California and Texas. Cecilia is currently based in Rancho Palos Verdes, CA, but also has an office in Crystal Bay, NV. Cecilia has been in the financial services industry since August of 2004 and has a Series 65 license. Cecilia has worked for Alliance 360 Insurance Solutions and Brink Financial Group, Inc. in the past. In addition to her current registrations, Cecilia is also associated with Brink Financial Group, Inc. through her other business.
SPECIALIZATIONS
Verified
Halbert Hargrove | CFP ® (Certifications)
LONG BEACH, CA
0 Disclosures
ADVISOR BIO
As Chief Operating Officer, Cecilia manages the day-to-day operations of the firm. Her role requires a deep understanding of clients’ needs as well as HH’s internal operations. Some of her responsibilities include recruiting and managing the firm’s wealth advisor and operations teams—specifically, fostering an environment of exemplary client service. Cecilia was named to Halbert Hargrove’s management team in 2012 and was named to her current position in 2021. She says she values “working in an environment that’s constantly evolving—at HH we’re always striving to make ourselves better—which means new challenges every day, and opportunities to improve yourself and expand your role.” In 2015, Cecilia created and implemented HH’s Mentoring program, which pairs employees with seasoned Directors, who support them in attaining their personal and professional goals. She joined HH as an operations specialist in 2006. Cecilia earned her Bachelor of Science degree in Business Administration – Finance/Real Estate/Law cum laude from California State University at Long Beach in 2006 and her MBA from the University of Southern California Marshall School of Business in 2013. She was awarded the ACCREDITED INVESTMENT FIDUCIARY™ designation by the University of Pittsburgh-affiliated Center for Fiduciary Studies and is a CERTIFIED FINANCIAL PLANNER™ professional. Outside of her role at HH, Cecilia previously served on the Board of Element Education, a non-profit that oversees publicly funded charter schools serving over 1,200 students throughout San Diego County. Cecilia’s favorite way to recharge is travelling with her son and husband. Fortuitously, their favorite spot is 10 minutes away from home, South Carlsbad State Beach Campground. The good food, weather, and unbelievable sunsets can’t be beat!
SPECIALIZATIONS
SEAL BEACH, CA
30 Years Experience
0 Disclosures
ADVISOR BIO
Cecilia Corral has been working in the financial services industry since 1994. Cecilia is currently registered with UBS Financial Services Inc. in California as a Registered Representative. Previously, Cecilia worked for WELLS FARGO CLEARING SERVICES, LLC and WELLS FARGO INVESTMENTS, LLC. Cecilia has passed the Series 7, Series 10, Series 9, Series 63, Series 65, Series 99, and SIE exams. Cecilia is registered with the state of California as an Investment Advisor Representative and is authorized to offer securities and advisory services.
SPECIALIZATIONS
