Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cindy? Claim Your ProfileCindy Samosky McGhee is an investment advisor representative at Buckingham Strategic Wealth, LLC in Charleston, WV. Cindy has been a registered investment advisor for 24 years and holds licenses in West Virginia and Texas. Cindy holds the Series 7, Series 24, Series 27, and Series 66 licenses. Cindy provides a variety of financial planning services to individuals, businesses, corporations, and pension plans. Cindy specializes in Retirement Planning, College Savings Plans, Estate Planning, Insurance, and Investments.
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.
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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WV
08/06/2018 - Present
Buckingham Strategic Wealth, LLC (CHARLESTON WV)
WV
07/26/2000 - 07/25/2005
UNITED BROKERAGE SERVICES, INC (PARKERSBURG WV)
BOTH
Issued 09/15/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/2001
Series 27 - Financial and Operations Principal Examination
BC
Issued 04/11/2001
Series 24 - General Securities Principal Examination
BC
Issued 07/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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