Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Gatlin is a financial advisor registered with Aldrich Wealth LP, located in Lake Oswego, OR. Cynthia has been a financial advisor for over 11 years and has experience working with a variety of clients, including high-net-worth individuals, pension and profit-sharing plans, corporations, and individuals. Cynthia's previous employers include Northern Trust Securities, Inc., Purshe Kaplan Sterling Investments, TD Ameritrade, Inc., Morgan Stanley, and Merrill Lynch. She is licensed to sell securities in California. Cynthia's specializations include retirement planning, education planning, estate planning, and insurance planning.
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.
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.
Tax services
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
OR
02/15/2024 - Present
Aldrich Wealth LP (LAKE OSWEGO OR)
CA
02/05/2021 - 07/20/2023
NORTHERN TRUST SECURITIES, INC. (SAN DIEGO CA)
NY
04/14/2020 - 08/28/2020
PURSHE KAPLAN STERLING INVESTMENTS (ALBANY NY)
CA
08/28/2017 - 04/19/2018
TD AMERITRADE, INC. (SAN DIEGO CA)
CA
02/28/2017 - 08/07/2017
MORGAN STANLEY (LA JOLLA CA)
TX
10/25/2011 - 02/14/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
BOTH
Issued 12/05/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/19/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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