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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 Fisher is a financial advisor at Fidelity Personal and Workplace Advisors. Fisher has been in the financial services industry since 2008 and is licensed in Maryland and Texas. Fisher holds licenses in Series 6, 7, 9, 10, 63, and 66. Fisher has experience working with individuals, businesses, pension and profit-sharing plans, and charitable organizations. Fisher provides a range of financial services including financial planning, portfolio management, and educational seminars.
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.
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.
1
2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
MD
11/12/2008 - 06/30/2011
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
BOTH
Issued 01/23/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/31/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/07/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2010
Series 7 - General Securities Representative Examination
BC
Issued 11/11/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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