Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cinda? Claim Your ProfileCinda Fitzpatrick is a financial advisor with Sanders Morris LLC, a firm based in Houston, TX. Cinda has over 30 years of experience in the financial services industry. Cinda has worked with both high net worth individuals and individuals other than high net worth clients. Cinda's specialties include Financial Planning, Pension Consulting, and Portfolio Management for Individuals and Pooled Investment Vehicles. Cinda is a licensed agent in Texas and holds the Series 7 and Series 63 licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
03/09/1993 - Present
Sanders Morris LLC (HOUSTON TX)
MN
01/14/1992 - 08/11/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/14/1992 - 08/11/1992
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
03/21/1986 - 01/15/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
04/30/1984 - 03/12/1986
PAINEWEBBER INCORPORATED
NA
10/12/1983 - 02/10/1984
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
04/20/1983 - 09/30/1983
DEAN WITTER REYNOLDS INC.
BC
Issued 05/12/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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