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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 Studts is a financial advisor with over 20 years of experience in the industry. Cynthia is currently registered with Commonwealth Financial Network in San Diego, CA. Previously, Cynthia was also registered with CUSO FINANCIAL SERVICES, L.P. and FIRST ALLIED SECURITIES, INC. Cynthia has a wide range of experience and expertise in helping individuals, families, and businesses with their financial planning needs. Cynthia specializes in providing financial advice and investment management services to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Cynthia is committed to providing her clients with personalized financial advice and guidance.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
09/26/2019 - Present
Commonwealth Financial Network (SAN DIEGO CA)
CA
08/01/2014 - 09/04/2019
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
CA
02/22/2011 - 08/04/2014
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
02/24/2005 - 03/03/2009
CUSO FINANCIAL SERVICES, L.P. (SAN DIEGO CA)
MA
07/11/2002 - 10/01/2004
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
MA
02/12/2001 - 04/22/2002
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
NY
08/19/1996 - 12/31/2000
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
BC
Issued 08/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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