Frankie CejaCRD Number: 5333272
Current Firm: Wells Fargo Advisors, LLC
Frankie Ceja (CRD# 5333272) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Scottsdale, AZ and has over 9 years of experience in the finance industry. Frankie Ceja has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Newman's Financial Planning
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Wells Fargo Advisors LLC||Scottsdale, AZ||Apr 2014 - Current||2|
|Ubs Financial Services Inc.||Scottsdale, AZ||Sep 2007 - Apr 2014||6|
|Morgan Stanley & Company, Inc.||Scottsdale, AZ||Apr 2007 - Sep 2007||< 1|
|New Century Mortgage||Miami, FL||Jan 2005 - Mar 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2007|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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