Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cindy? Claim Your ProfileCindy Lucille porto Chiellini is a financial advisor with Centaurus Financial, Inc. Cindy has been in the industry since 1984 and has a wide range of experience in financial planning and investment management. Cindy is registered with FINRA and has been actively registered in multiple states since 2015. She is also registered as an Investment Advisor Representative with Centaurus Financial, 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.
1
2
SC
05/19/2015 - Present
Centaurus Financial, Inc. (LEXINGTON SC)
SC
03/26/2010 - 06/15/2015
J.P. TURNER & COMPANY, L.L.C. (LEXINGTON SC)
SC
03/06/2008 - 03/29/2010
GUNNALLEN FINANCIAL, INC (LEXINGTON SC)
SC
09/28/2000 - 03/13/2008
FIRST ALLIED SECURITIES, INC. (LEXINGTON SC)
CO
08/28/1995 - 10/24/2000
D.E. FREY & COMPANY, INC. (DENVER CO)
NY
06/21/1989 - 08/02/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
04/18/1984 - 07/10/1989
THE ROBINSON-HUMPHREY COMPANY INC.
BC
Issued 05/25/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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