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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Ann Firey is a Registered Representative with Cadaret, Grant & CO., Inc. and has been in the industry since July 1987. She is licensed in several states and has a Series 6, Series 63, and SIE licenses. Cynthia has experience working for several firms including American General Securities Incorporated, USLIFE Equity Sales Corp. and Equity Services, Inc. Cynthia is a Managing Partner with Firey Partnership, and also has experience working for Myles R Firey & Co. Inc. as an Independent Insurance Sales Agent. Cynthia is an Arbitrator with the Erie County Bar Dispute Resolution Panel. Cynthia is an active member of the financial services industry and provides financial planning and portfolio management for individuals and businesses.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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NY
05/04/2021 - Present
Cadaret, Grant & CO., Inc. (BUFFALO NY)
NY
10/01/1997 - 12/17/2007
AMERICAN GENERAL SECURITIES INCORPORATED (BUFFALO NY)
NY
01/27/1994 - 10/01/1997
USLIFE EQUITY SALES CORP. (NEW YORK NY)
VT
07/23/1987 - 01/21/1994
EQUITY SERVICES, INC. (MONTPELIER VT)
BC
Issued 11/12/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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