Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cinthia? Claim Your ProfileCinthia Marshall is a financial advisor with Planmember Securities Corp. Cinthia has been in the financial services industry since 1999 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Cinthia is registered with the state of Tennessee. Cinthia is also a registered representative with FINRA. Cinthia is a licensed life insurance agent and has experience working with charitable organizations and other investment advisors.
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.
Provides investment supervisory services
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.
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2
CA
12/10/2021 - Present
Planmember Securities Corp. (San Diego CA)
NV
01/02/2009 - 07/01/2009
CHICAGO INVESTMENT GROUP, LLC (LAS VEGAS NV)
FL
12/07/2004 - 01/05/2009
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
TX
04/02/2002 - 12/16/2004
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
CA
12/07/2000 - 11/28/2001
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
TX
10/22/1999 - 01/24/2001
AMERICAN GENERAL FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
10/22/1999 - 01/24/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
MO
08/21/1998 - 04/16/1999
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BOTH
Issued 11/15/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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