Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cinzia? Claim Your ProfileCinzia Laurenza is an investment advisor representative at Edward Jones. Cinzia has been in the financial industry since 2006 and has passed the Series 7, Series 63, Series 66 and SIE exams. Cinzia has worked for several other financial companies including Morgan Stanley Distribution, Inc., Fidelity Investments Institutional Services Company, Inc., and National Financial Services LLC. Cinzia is registered in 17 states. Cinzia specializes in providing financial planning, pension consulting, selection of other advisors, portfolio management for businesses and individuals. Cinzia's clients include individuals, high-net-worth individuals, partnerships, investment clubs, limited liability companies, charitable organizations, corporations or other businesses, and pension and profit-sharing plans.
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.
See schedule d - miscellaneous
1
2
NY
06/08/2021 - Present
Edward Jones (STATEN ISLAND NY)
NY
07/12/2013 - 09/21/2015
MORGAN STANLEY DISTRIBUTION, INC. (NEW YORK NY)
RI
08/31/2007 - 05/16/2013
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
11/22/2006 - 08/17/2007
NATIONAL FINANCIAL SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 08/12/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Cinzia Laurenza is the right advisor for you? Invested Better is here to help.
