Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cindy? Claim Your ProfileCindy Ann Gibson is a registered representative with Raymond James & Associates, Inc. and has been in the industry since March 2009. Cindy has a Series 7, Series 66, and SIE license. Prior to joining Raymond James, Cindy was affiliated with WELLS FARGO CLEARING SERVICES, LLC and Morgan Stanley Smith Barney. Cindy is also a notary public and manages a residential rental property in Longboat Key, Florida. Cindy is registered in Florida and specializes in providing financial planning and portfolio management services to individuals, businesses, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Please see note in schedule d - miscellaneous
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
FL
03/08/2021 - Present
Raymond James & Associates, Inc. (Trinity FL)
FL
08/19/2011 - 03/15/2021
WELLS FARGO CLEARING SERVICES, LLC (CLEARWATER FL)
FL
06/01/2009 - 09/06/2011
MORGAN STANLEY SMITH BARNEY (PALM HARBOR FL)
FL
03/03/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PALM HARBOR FL)
BOTH
Issued 09/01/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Cindy Gibson is the right advisor for you? Invested Better is here to help.
