Unclaimed
Cindy Hiers is a registered representative and investment advisor representative with over 20 years of experience in the financial services industry. Cindy has worked for several prominent firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley, and NYLIFE Securities LLC. Currently, Cindy is a Financial Advisor at Fidelity Personal And Workplace Advisors, serving a diverse clientele, including individuals, high-net-worth individuals, and institutional clients. Cindy's areas of expertise include financial planning, portfolio management, and investment advice. Cindy is committed to helping clients achieve their financial goals through personalized strategies and a comprehensive approach.
FT LAUDERDALE, FL
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.
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.
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.
1
2
FL
03/22/2024 - Present
Fidelity Personal AND Workplace Advisors (FT LAUDERDALE FL)
FL
06/01/2020 - 02/06/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT LAUDERDALE FL)
FL
06/11/2015 - 04/24/2020
NYLIFE SECURITIES LLC (SUNRISE FL)
FL
06/01/2009 - 09/26/2014
MORGAN STANLEY (BOCA RATON FL)
FL
02/27/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BOCA RATON FL)
FL
01/10/2006 - 03/03/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOCA RATON FL)
MN
04/25/2003 - 01/06/2006
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
04/25/2003 - 01/06/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
09/07/2000 - 10/04/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BOTH
Issued 6/1/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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