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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 Shelton is a financial advisor with over 25 years of experience in the financial services industry. Cynthia has worked with Osaic Wealth, Inc. since 2024. Before that, Cynthia was registered with Securities America, Inc. for over five years and with 1ST GLOBAL CAPITAL CORP. for over 20 years. Cynthia holds both Series 6 and Series 7 securities licenses as well as Series 63 and Series 65 registrations, as well as the SIE. Cynthia specializes in providing financial advice to individuals, corporations, and charitable organizations. Cynthia's approach to financial planning is personalized and comprehensive, taking into account each client's unique circumstances and goals. Cynthia provides financial planning, pension consulting, and portfolio management services to her clients. Cynthia is committed to helping her clients achieve their financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
TX
06/14/2024 - Present
Osaic Wealth, Inc. (STAFFORD TX)
TX
12/05/2018 - 06/14/2024
SECURITIES AMERICA, INC. (STAFFORD TX)
TX
09/09/1998 - 12/06/2018
1ST GLOBAL CAPITAL CORP. (STAFFORD TX)
IA
Issued 02/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/08/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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