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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 Denise Joseph is a financial advisor with over 24 years of experience in the financial services industry. Cynthia Denise Joseph is currently registered as a Registered Representative (Series 6, 7, 63, and 24) and an Investment Advisor Representative (Series 65) with Fidelity Personal and Workplace Advisors. Previously, Cynthia Denise Joseph was a registered representative with Performance Trust Capital Partners, LLC and First Trust Portfolios L.P. Cynthia Denise Joseph specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars to 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.
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.
A percentage of the total value of assets under management is charged.
1
2
VA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (GLEN ALLEN VA)
IL
02/06/2007 - 01/24/2014
PERFORMANCE TRUST CAPITAL PARTNERS, LLC (CHICAGO IL)
IL
05/18/1999 - 02/05/2007
FIRST TRUST PORTFOLIOS L.P. (LISLE IL)
IA
Issued 11/12/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/16/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2013
Series 3 - National Commodity Futures Examination
BC
Issued 09/07/2006
Series 7 - General Securities Representative Examination
BC
Issued 05/17/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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