M Cecilia Cuevas

M Cecilia Cuevas Email and Phone Number

Senior Financial Advisor at Merrill Lynch @ Merrill Lynch
new york, new york, united states
M Cecilia Cuevas's Location
Fillmore, California, United States, United States
M Cecilia Cuevas's Contact Details

M Cecilia Cuevas work email

M Cecilia Cuevas personal email

n/a
About M Cecilia Cuevas

M Cecilia Cuevas is a Senior Financial Advisor at Merrill Lynch at Merrill Lynch. She possess expertise in chartered retirement planning counselor, retirement planning, wealth management, retirement, series 7 and 16 more skills. She is proficient in Spanish.

M Cecilia Cuevas's Current Company Details
Merrill Lynch

Merrill Lynch

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Senior Financial Advisor at Merrill Lynch
new york, new york, united states
Website:
ml.com
Employees:
45157
M Cecilia Cuevas Work Experience Details
  • Worldmark By Wyndham
    Board Member, Board Of Directors
    Worldmark By Wyndham Nov 2010 - Present
    Govern and set Club policy for a 240,000 timeshare ownership membership consisting of 71 club resort properties.
  • Merrill Lynch
    Senior Financial Advisor
    Merrill Lynch Sep 2004 - Present
    Provide financial advisory wealth management and financial planning support for high net worth clients of Merrill Lynch.
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  • American Red Cross Of Ventura County
    Board Member
    American Red Cross Of Ventura County 2008 - 2012
    Ventura County
  • California Coalition Against Sexual Assault
    Board Member, Immediate Past President
    California Coalition Against Sexual Assault Jun 2008 - Aug 2010
    View

M Cecilia Cuevas Skills

Chartered Retirement Planning Counselor Retirement Planning Wealth Management Retirement Series 7 Strategic Financial Planning Investments Fundraising Estate Planning Personal Financial Planning Investment Advisory Asset Allocation Mutual Funds Financial Analysis Non Profits Investment Strategies Alternative Investments Financial Advisory Nonprofits Portfolio Management Securities

M Cecilia Cuevas Education Details

Frequently Asked Questions about M Cecilia Cuevas

What company does M Cecilia Cuevas work for?

M Cecilia Cuevas works for Merrill Lynch

What is M Cecilia Cuevas's role at the current company?

M Cecilia Cuevas's current role is Senior Financial Advisor at Merrill Lynch.

What is M Cecilia Cuevas's email address?

M Cecilia Cuevas's email address is ce****@****bal.net

What schools did M Cecilia Cuevas attend?

M Cecilia Cuevas attended California Lutheran University, University Of Southern California - Marshall School Of Business.

What skills is M Cecilia Cuevas known for?

M Cecilia Cuevas has skills like Chartered Retirement Planning Counselor, Retirement Planning, Wealth Management, Retirement, Series 7, Strategic Financial Planning, Investments, Fundraising, Estate Planning, Personal Financial Planning, Investment Advisory, Asset Allocation.

Who are M Cecilia Cuevas's colleagues?

M Cecilia Cuevas's colleagues are Francheska Ruiz, Cfp®, Karen Hawthorne, Sheli Schweinhart, Cfp®, Crpc™, Benjamin Roberts, James Ebron, Barry Williams, Diaz-Luna Daniel.

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