Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Phillips is a financial advisor with Grove Point Investments, LLC in Saint Simons Island, GA. Cynthia is registered with the state of Georgia, and holds Series 6 and SIE securities licenses. Cynthia joined Grove Point Investments, LLC in February 2014 after being with Lincoln Investment and Great American Advisors, Inc.. Cynthia has over 20 years of experience in the financial services industry.
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.
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.
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GA
02/28/2014 - Present
Grove Point Investments, LLC (ST. SIMONS ISLAND GA)
GA
08/02/2010 - 02/28/2014
LINCOLN INVESTMENT (ST. SIMONS ISLAND GA)
GA
02/05/2003 - 08/02/2010
GREAT AMERICAN ADVISORS, INC. (ST. SIMONS ISLAND GA)
NY
05/12/2000 - 02/19/2003
AXA ADVISORS, LLC (NEW YORK NY)
BC
Issued 05/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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