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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 Jeffries is a financial advisor with over 20 years of experience in the industry. She has worked with Commonwealth Financial Network since 2007 and holds a variety of licenses and registrations including Series 7, 24, 27, 31, 53, 66, 99TO and SIE. Cynthia has extensive experience in financial planning, portfolio management, and working with clients of all types including high net worth individuals, corporations, and pension plans. Before joining Commonwealth Financial Network, Cynthia worked with Investors Capital Corp. and Jefferson Pilot Securities Corporation in various roles.
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.
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
MA
03/14/2011 - Present
Commonwealth Financial Network (WALTHAM MA)
NH
10/19/2006 - 11/16/2007
NEXT FINANCIAL GROUP, INC. (NASHUA NH)
NH
08/16/2006 - 10/23/2006
INVESTORS CAPITAL CORP. (NASHUA NH)
NH
02/09/2005 - 06/08/2006
JEFFERSON PILOT SECURITIES CORPORATION (CONCORD NH)
IN
07/23/1999 - 09/26/2003
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
BOTH
Issued 08/01/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/28/2011
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/11/2010
Series 4 - Registered Options Principal Examination
BC
Issued 09/02/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/30/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 06/13/2005
Series 7 - General Securities Representative Examination
BC
Issued 07/22/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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