Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cindi? Claim Your ProfileCindi Lynn Porter is a financial advisor who has been in the industry since 2002. Cindi is currently registered with Madison Avenue Securities, LLC. She also has previous experience with Dempsey Lord Smith, LLC, Wellstone Securities, LLC, Resource Horizons Group LLC, and others. Cindi holds a Series 7, Series 63, and SIE license and is a Certified Financial Planner. Cindi specializes in financial planning, portfolio management for businesses and individuals, and selection of other advisors.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
11/28/2017 - Present
Madison Avenue Securities, LLC (SAN DIEGO CA)
NA
01/20/2015 - 10/24/2017
INTEGRATED FINANCIAL PLANNING SERVICES (HEIDELBERG )
GA
04/21/2008 - 10/17/2017
DEMPSEY LORD SMITH, LLC (SUWANEE GA)
FL
01/03/2008 - 04/23/2008
FLEX FINANCIAL SERVICES INCORPORATED (BOCA RATON FL)
GA
03/23/2006 - 12/31/2007
WELLSTONE SECURITIES, LLC (CUMMING GA)
GA
10/18/2005 - 03/08/2006
RESOURCE HORIZONS GROUP LLC (MARIETTA GA)
GA
11/18/2003 - 09/14/2005
DUNWOODY BROKERAGE SERVICES, INC. (ATLANTA GA)
IL
07/08/2003 - 11/04/2003
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
NY
10/11/2002 - 06/12/2003
PRIMEX (NEW YORK NY)
NA
04/30/2002 - 04/28/2003
INTEGRATED FINANCIAL PLANNING SERVICES (HEIDELBERG )
BC
Issued 05/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Cindi Porter is the right advisor for you? Invested Better is here to help.
