Unclaimed
Cindy Medric-ducore is an active investment advisor representative registered with Equitable Advisors, LLC. Cindy is also registered with the following states: Connecticut, Florida, New Jersey, New York and Pennsylvania. Cindy has been in the industry for over 30 years, since August 26, 1990. Cindy also has a Series 65 license and a Series 24 license. Cindy has worked for Equitable Advisors, LLC since April 2003 and previously worked for Weiss, Peck & Greer, L.L.C. and Shearson Lehman Hutton Inc.
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.
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.
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2
NJ
05/18/2021 - Present
Equitable Advisors, LLC (WOODBRIDGE NJ)
MA
10/18/1990 - 04/01/2002
WEISS, PECK & GREER, L.L.C. (BOSTON MA)
NY
03/21/1989 - 06/07/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
IA
Issued 06/30/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/11/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/1995
Series 3 - National Commodity Futures Examination
BC
Issued 03/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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