Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Donn Callis is a registered representative of MML Investors Services, LLC and has been active in the financial services industry since October 18, 2001. Cynthia has held previous positions with The Leaders Group, Inc., P.J. Robb Variable Corporation, Underwriters Equity Corporation, Northwestern Mutual Investment Services, LLC, MetLife Securities Inc., Metropolitan Life Insurance Company, Hartford Equity Sales Company Inc., and Aetna Investment Services, Inc. Cynthia is currently licensed to provide financial services in Connecticut. Cynthia specializes in investment advisory services for individuals, businesses, and institutions. Cynthia is registered with FINRA.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MA
04/30/2023 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
CO
04/29/2020 - 12/05/2022
THE LEADERS GROUP, INC. (LITTLETON CO)
CT
01/03/2008 - 05/25/2018
P.J. ROBB VARIABLE CORPORATION (FARMINGTON CT)
CT
03/18/2005 - 12/31/2007
UNDERWRITERS EQUITY CORPORATION (FARMINGTON CT)
WI
06/04/2004 - 01/03/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
MA
11/20/2001 - 12/18/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/20/2001 - 09/04/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
11/20/2001 - 02/20/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
CT
10/28/1998 - 07/31/2001
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
CT
04/20/1998 - 08/13/1998
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
BC
Issued 05/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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