Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cyndy? Claim Your ProfileCyndy Toscano is a registered representative and investment advisor representative with over 20 years of experience in the financial services industry. Cyndy currently works for TD Private Client Wealth LLC, where she provides financial planning, portfolio management, and investment advisory services to individuals and families. She is also a licensed securities agent in 11 states including Arizona, California, Colorado, Delaware, Florida, Massachusetts, New Jersey, New York, Ohio, Pennsylvania, and South Carolina. Cyndy has a strong background in financial planning and investment management and has been recognized for her expertise in these areas.
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.
A percentage of the total value of assets under management is charged.
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2
NJ
01/31/2019 - Present
TD Private Client Wealth LLC (Marlton NJ)
PA
08/21/2012 - 11/19/2015
PNC INVESTMENTS (PHILADELPHIA PA)
NJ
12/05/2000 - 07/24/2012
WELLS FARGO ADVISORS, LLC (CINNAMINSON NJ)
BOTH
Issued 12/14/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2009
Series 7 - General Securities Representative Examination
BC
Issued 12/04/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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