Cesar AranaCRD Number: 1854886
Current Firm: Northeast Asset Management, Inc.
Cesar Arana (CRD# 1854886) is an Investment Advisor Representative working at Northeast Asset Management, Inc. in Mitchell Field, NY and has over 11 years of experience in the finance industry.
Legacy Care Wealth, LLC
Altium Wealth Management LLC
Karagosian Financial Services, Inc.
|Northeast Securities||Miami, FL||Nov 2011 - Current||5|
|Asd Finanical Services||Miami, FL||May 2009 - Sep 2011||2|
|Unemployed||Miami, FL||Jan 2009 - Apr 2009||< 1|
|Citigroup Global Markets Inc.||Miami, FL||May 2007 - Dec 2008||1|
|Citicorp Investment Services||Miami, FL||Jan 2007 - Oct 2007||< 1|
|Credicorp Securities, Inc.||Coral Gables, FL||Jul 2006 - Jan 2007||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2005|
Total Assets Under Management347MILLIONS
Total Number of Accounts850ACCOUNTS
Average Account Value$408,028
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, MA, MD, MI, MO, NC, NE, NJ, NM, NY, OH, PA, PR, SC, TN, TX, VA, WV