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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 Eileen Morgan is a financial professional with over 15 years of experience in the financial services industry. She currently works with Ameriprise Financial Services, LLC and holds active registrations as both a broker-dealer and an investment advisor representative in Maryland and Virginia. Cynthia specializes in providing financial planning, portfolio management, and asset allocation services to individuals, businesses, and trusts. She is also a member of the Board of Directors for a local non-profit organization. Prior to joining Ameriprise Financial Services, LLC, Cynthia worked with various financial institutions, including Finance 500, Inc. and Osage Pacific Advisors. Her experience in the financial services industry has equipped her with a comprehensive understanding of investment strategies, financial planning, and wealth management.
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 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.
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2
MD
07/10/2024 - Present
Ameriprise Financial Services, LLC (TRACY'S LANDING MD)
MD
01/30/2023 - 04/29/2024
AMERIPRISE FINANCIAL SERVICES, LLC (ANNAPOLIS MD)
MD
10/05/2010 - 02/02/2016
FINANCE 500, INC. (LAUREL MD)
MD
11/12/2007 - 02/24/2010
AMERIPRISE FINANCIAL SERVICES, INC. (COLUMBIA MD)
MD
07/27/2007 - 11/09/2007
AMERIPRISE FINANCIAL SERVICES, INC. (COLUMBIA MD)
BC
Issued 03/31/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 08/10/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/02/2016
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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