Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Demetris Diccianni is a financial professional with over 20 years of experience in the industry. Cynthia is registered with Diccianni Financial Group, Inc. in Pennsylvania and New Jersey. Cynthia holds Series 7, 63 and 65 licenses, and has a Chartered Financial Consultant designation. Cynthia works with individuals, high net worth individuals, and pension and profit-sharing plans. Cynthia provides financial planning and portfolio management services to her 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.
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.
1
2
PA
07/09/2009 - Present
Diccianni Financial Group, Inc. (EAST NORRITON PA)
DE
05/28/1999 - 01/12/2001
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
IA
Issued 09/12/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Cynthia Diccianni is the right advisor for you? Invested Better is here to help.
