Cesar Bernal (CRD# 5986183) is an Investment Advisor Representative working at Alight Financial Advisors, LLC in Charlotte, NC and has over 2 years of experience in the finance industry.
CRD# 5182920
Moore Investment Partners, LLC
CRD# 862387
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 2867492
Defender Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Alight Financial Advisors LLC | Charlotte, NC | Dec 2021 - Current | 2 |
| Td Bank | Miami, FL | May 2021 - Dec 2021 | < 1 |
| Cetera Investment Services LLC | St. Cloud, MN | Mar 2021 - May 2021 | < 1 |
| Regions Bank | Miami, FL | Nov 2020 - May 2021 | < 1 |
| Mutual Of Omaha Investor Services | Miami, FL | Apr 2020 - Oct 2020 | < 1 |
| Valic Financial Advisors, Inc. | Miami, FL | Nov 2018 - Apr 2020 | 1 |
| Unemployed | Miami, FL | May 2018 - Nov 2018 | < 1 |
| J.p. Morgan Securities LLC | Miami, FL | Oct 2012 - May 2018 | 5 |
| Jp Morgan Chase Bank | Miami, FL | Nov 2010 - May 2018 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2022 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2022 |
- FL
- NC
-
Total Assets Under Management32,132MILLIONS
-
Total Number of Accounts228,318ACCOUNTS
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Average Account Value$140,734
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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