Cletus Emeziem, financial advisor Temecula CA

Cletus Emeziem

CRD Number: 2692280
Current Firm: Cme Strategic Wealth Management

Cletus Emeziem (CRD# 2692280) is an Investment Advisor Representative working at Cme Strategic Wealth Management in Temecula, CA and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Cme Strategic Wealth Management Temecula, CA Feb 2016 - Current 8
Tradingblock Chicago, IL Nov 2015 - Current 8
Scf Investment Advisors, Inc. Fresno, CA Mar 2015 - Nov 2015 < 1
Scf Securities, Inc. Fresno, CA Mar 2015 - Nov 2015 < 1
Voya Financial Advisors, Inc. Murrieta, GA Mar 2015 - Mar 2015 < 1
Lpl Financial, LLC Peoria, AZ Dec 2010 - Feb 2015 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1995
S65 NASAA Investment Advisors Law Examination Apr 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Cletus E. Emeziem
Phone Number: 951-350-3670
Registered State(s):
  • CA
  • LA
By the Numbers
  • Total Assets Under Management
    1
    MILLIONS
  • Total Number of Accounts
    24
    ACCOUNTS
  • Average Account Value
    $32,007
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, LA

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