Unclaimed
Cindy Silipo is a registered representative with Raymond James & Associates, Inc. Cindy has been in the industry since 2018 and has experience with various financial products and services. Cindy has held previous roles with BB&T Securities, LLC and SunTrust. Cindy holds a Series 7, Series 66, and SIE license. Cindy is a licensed representative in Florida. Cindy also works part-time as a bartender at Pier 22 Restaurant in Bradenton, 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.
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
11/29/2023 - Present
Raymond James & Associates, Inc. (SARASOTA FL)
TN
09/24/2018 - 11/08/2019
BB&T SECURITIES, LLC (KNOXVILLE TN)
BOTH
Issued 11/27/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2018
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
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