Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Elaine Touchton is an Investment Advisor Representative associated with Stifel, Nicolaus & Company, Inc.. Cynthia has been in the financial services industry since October 25, 1993. Cynthia is registered with the state of Florida as a Broker-Dealer and Investment Advisor. Cynthia has passed the General Securities Representative Examination (Series 7), the Uniform Securities Agent State Law Examination (Series 63), the Uniform Combined State Law Examination (Series 66) and the Securities Industry Essentials Examination (SIE). Cynthia also has prior experience with Robert W. Baird & Co. Incorporated and J. B. Hanauer & Co.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
03/22/2013 - Present
Stifel, Nicolaus & Company, Inc. (CLEARWATER FL)
FL
02/16/2001 - 03/26/2013
ROBERT W. BAIRD & CO. INCORPORATED (TAMPA FL)
NJ
10/26/1993 - 03/08/2001
J. B. HANAUER & CO. (PARSIPPANY NJ)
BOTH
Issued 11/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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