Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cindy? Claim Your ProfileCindy Marvin is a registered investment advisor representative with Truist Advisory Services, Inc. Cindy has been working in the financial services industry since 1999. Cindy has a wide range of experience, having worked for several firms, including RBC Capital Markets, LLC, J.P. Morgan Securities LLC, Morgan Stanley, FCG Advisors, LLC and Financial Consultant Group, LLC. Cindy is licensed to provide investment advice in all 50 states, as well as the District of Columbia and Puerto Rico. Cindy is also a certified residential appraiser in North Carolina. Cindy is committed to providing her clients with personalized financial advice and guidance.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
NC
08/20/2024 - Present
Truist Advisory Services, Inc. (RALEIGH NC)
NC
02/01/2023 - 06/27/2024
RBC CAPITAL MARKETS, LLC (RALEIGH NC)
NJ
03/08/2021 - 01/21/2023
J.P. MORGAN SECURITIES LLC (Morristown NJ)
NJ
12/21/2018 - 03/02/2021
MORGAN STANLEY (MORRISTOWN NJ)
NJ
05/15/2000 - 12/10/2018
FCG ADVISORS, LLC (CHATHAM NJ)
NJ
04/07/1999 - 05/08/2000
FINANCIAL CONSULTANT GROUP, LLC (CHATHAM NJ)
BOTH
Issued 07/09/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2000
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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