Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Evans Thibodaux is a financial advisor registered with Wells Fargo Clearing Services, LLC. Cynthia has been in the industry since April 1998. Cynthia has a wide range of experience and is licensed in a number of states. Cynthia holds several licenses including Series 7, Series 63, Series 66, and the SIE exam. She is also registered with FINRA and the SEC. Previous firms Cynthia has been associated with are Merrill Lynch, Pierce, Fenner & Smith Incorporated and Citigroup Global Markets Inc.
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.
Investment consulting services to institutional clients
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
07/17/2020 - Present
Wells Fargo Clearing Services, LLC (PANAMA CITY FL)
FL
04/05/2006 - 07/21/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PANAMA CITY FL)
FL
04/02/1998 - 04/19/2006
CITIGROUP GLOBAL MARKETS INC. (PANAMA CITY FL)
BC
Issued 09/07/2005
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 05/15/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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