Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Anne Simpson is a registered representative with Wesbanco Securities, Inc., a brokerage firm with offices in Wheeling, West Virginia. Cynthia has been in the financial services industry since 2016 and has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Cynthia holds the Series 66, Series 7, and SIE licenses. Cynthia specializes in financial planning, portfolio management for individuals and selection of other advisors. Cynthia is a registered advisor in Pennsylvania and West Virginia.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
WV
04/01/2019 - Present
Wesbanco Securities, Inc. (WHEELING WV)
WV
08/29/2016 - 03/05/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BRIDGEPORT WV)
BOTH
Issued 10/17/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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