Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Kula is a financial advisor who has been in the industry since January 24, 1989. Cynthia is currently registered with Raymond James & Associates, Inc. and has been with the firm since June 24, 1996. Previously, Cynthia worked at CHASE MANHATTAN INVESTMENT SERVICES, INC. and LEHMAN BROTHERS INC. Cynthia has a strong background in the financial industry and has held several licenses and certifications.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
06/24/1996 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
IL
09/11/1992 - 10/24/1995
CHASE MANHATTAN INVESTMENT SERVICES, INC. (CHICAGO IL)
NY
07/02/1991 - 08/11/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
11/25/1987 - 01/28/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 12/14/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/24/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/13/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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