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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 Lemmon is an Investment Advisor Representative at Ameriprise Financial Services, LLC. Cynthia has been in the securities industry since August 28, 2018. Cynthia holds Series 7 and Series 66 licenses and the SIE exam. She is registered to conduct business in Alabama, Arizona, Colorado, Florida, Georgia, Indiana, Kansas, New Mexico, Ohio, Oklahoma, South Carolina, Tennessee, Texas, and Virginia. Cynthia has experience with clients including high-net-worth individuals, trusts/estates, insurance companies, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Cynthia has worked with Edward Jones and Lochte Insurance Agency in the past.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
TX
11/12/2021 - Present
Ameriprise Financial Services, LLC (San Antonio TX)
TX
07/05/2018 - 09/17/2021
EDWARD JONES (San Antonio TX)
BOTH
Issued 11/02/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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