Cesar MacEdo Email & Phone Number
Financial Advisor @ LPL Financial
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Cesar MacEdo Location
- Downey, CA, US
Cesar MacEdo Work
- Financial Advisor @ (October 2014 - Present)
- Financial Advisor @ (July 2007 - Present)
- Investment Advisor Representative, FSC Securities Corporation @ (May 2013 - October 2014)
- Financial Consultant @ (October 1998 - July 2007)
- Banking Center Manager @ (June 1996 - October 1998)
Cesar MacEdo Education
- California State University-Long Beach - College of Business
MBA (Business Administration and Management, General)
2005-2007 - The American College of Financial Services
Chartered Life Underwriter (Life Insurance and Estate Planning)
2003-2006 - UC Irvine
Certificate (Personal Financial Planning)
2002-2004 - University of California, Santa Cruz
BA (Economics)
1991-1996
Cesar MacEdo Skills
- 401k
- Asset Allocation
- Asset Management
- Certified Financial Planner
- Customer Relationship Management (CRM)
- FINRA
- Finance
- Financial Advisory
- Financial Planning
- Independent Financial Advice
- Investments
- Life Insurance
- Mutual Funds
- Pensions
- Retirement
- Retirement Planning
- Securities
- Series 63
- Wealth Management
- Sales
- Portfolio Management
- Strategic Planning
- Marketing
- Financial Analysis
- Management
- Security
Cesar MacEdo Summary
- Cesar MacEdo, based in Downey, CA, US, is currently a Financial Advisor at LPL Financial. Cesar MacEdo brings experience from previous roles at LPL Financial, FSC Securities, Washington Mutual Bank and Wells Fargo Bank. Cesar MacEdo holds a 2005 - 2007 MBA in Business Administration and Management, General @ California State University-Long Beach - College of Business. With a robust skill set that includes 401k, Asset Allocation, Asset Management, Certified Financial Planner, Customer Relationship Management (CRM) and more. Cesar MacEdo has 5 emails and 1 mobile phone numbers on RocketReach.
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