Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Berry is a financial advisor with over 23 years of experience in the industry. Cynthia currently works with Wells Fargo Advisors Financial Network, LLC. Cynthia has a broad range of experience with a diverse client base. Cynthia's previous experience includes working with A.G. Edwards & Sons, Inc., Stifel, Nicolaus & Company, Incorporated, BANC of America Investment Services, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Wells Fargo Clearing Services, LLC.
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.
Investment consulting services to institutional clients
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
MO
06/02/2023 - Present
Wells Fargo Advisors Financial Network, LLC (CHESTERFIELD MO)
MO
03/20/2013 - 06/02/2023
WELLS FARGO CLEARING SERVICES, LLC (CLAYTON MO)
MO
10/23/2009 - 03/04/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLAYTON MO)
MO
10/01/2003 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHESTERFIELD MO)
MO
10/21/2002 - 09/30/2003
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
MO
04/24/1997 - 12/22/2000
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 03/14/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/16/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/31/2006
Series 4 - Registered Options Principal Examination
BC
Issued 04/18/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/05/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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