Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Jackson is a financial advisor with over 17 years of experience in the industry. Cynthia has a strong background in providing financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations. Cynthia is also a Registered Representative and Investment Advisor Representative with U.S. Bancorp Investments, Inc., where Cynthia is a member of the firm's Charlotte office. Cynthia is a highly experienced and knowledgeable financial advisor who is dedicated to helping her clients achieve their financial goals.
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.
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.
12b-1,networking&shareholder serv,product partner arrangements
1
2
NC
04/17/2019 - Present
U.s. Bancorp Investments, Inc. (Charlotte NC)
SC
10/08/2013 - 01/16/2019
LPL FINANCIAL LLC (FORT MILL SC)
NC
09/20/2012 - 10/01/2013
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
NY
11/11/2010 - 09/17/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NC
12/16/2005 - 01/29/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
10/21/2005 - 12/16/2005
CITIGROUP GLOBAL MARKETS INC. (CHARLOTTE NC)
TX
10/23/2000 - 07/13/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 06/21/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Cynthia Jackson is the right advisor for you? Invested Better is here to help.
