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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 Nagel is a financial advisor with over 30 years of experience in the industry. Cynthia currently works for LPL Financial LLC and is licensed to provide financial advice in both Florida and South Carolina. Cynthia has a wide range of experience working with clients at various firms such as PNC Investments, UVEST Financial Services Group, Inc., InterVest International Equities Corporation, Raymond James Financial Services, Inc., and many more. Cynthia holds several certifications including Certified Financial Planner. Cynthia also specializes in providing financial planning and portfolio management services 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.
Consulting and other non-discretionary advisory services
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
SC
07/22/2020 - Present
LPL Financial LLC (FORT MILL SC)
FL
04/13/2012 - 05/30/2019
PNC INVESTMENTS (Sarasota FL)
NC
01/14/2011 - 04/17/2012
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
FL
03/28/2006 - 03/29/2010
UVEST FINANCIAL SERVICES GROUP, INC. (TAMPA FL)
CO
11/18/2005 - 04/18/2006
INTERVEST INTERNATIONAL EQUITIES CORPORATION (COLORADO SPRINGS CO)
FL
11/26/2001 - 12/19/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
GA
09/04/1997 - 11/26/2001
FSC SECURITIES CORPORATION (ATLANTA GA)
FL
07/15/1997 - 09/16/1997
ALLEN & COMPANY OF FLORIDA, INC. (LAKELAND FL)
NY
01/01/1997 - 04/09/1997
JARON EQUITIES CORP. (HICKSVILLE NY)
VA
02/07/1994 - 11/19/1996
GNA SECURITIES, INC. (GLEN ALLEN VA)
RI
12/04/1989 - 01/07/1994
FISCO EQUITY, INC. (LINCOLN RI)
MA
06/25/1987 - 06/12/1989
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
IA
Issued 10/10/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/06/2005
Series 24 - General Securities Principal Examination
BC
Issued 04/14/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/1998
Series 7 - General Securities Representative Examination
BC
Issued 06/24/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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