Unclaimed
Cynthia Deanne Rosso is an Investment Advisor Representative at Elevate Wealth Advisory, Inc. Cynthia has been in the industry for over 16 years. She holds Series 66 and Series 7 licenses and is a Certified Financial Planner. Cynthia has been with Elevate Wealth Advisory, Inc. since 2005 and previously worked at FSC Securities Corporation. Cynthia provides financial planning services to individuals, high net worth individuals, corporations, and charitable organizations. Elevate Wealth Advisory, Inc. is a registered investment advisor that provides financial planning, portfolio management, and pension consulting services. The firm manages approximately $314,072,325 in assets for approximately 1,676 clients.
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.
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.
A percentage of the total value of assets under management is charged.
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GA
06/04/2009 - Present
Elevate Wealth Advisory, Inc. (ATHENS GA)
GA
08/22/2007 - 01/17/2014
FSC SECURITIES CORPORATION (ATHENS GA)
BOTH
Issued 01/17/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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