Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Wilson is a financial advisor who has been in the industry since 1989. Cynthia currently works for Wells Fargo Clearing Services, LLC and has also worked with a number of other firms, including AIG Retirement Advisors, Inc., LaSalle St Securities, L.L.C. and MONY Securities Corporation. Cynthia is registered in 28 states and has passed the Series 7, Series 63, Series 66 and SIE exams. Cynthia focuses on providing financial planning, portfolio management and investment consulting services to individuals and businesses.
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
IN
10/17/2013 - Present
Wells Fargo Clearing Services, LLC (MERRILLVILLE IN)
IL
10/30/2006 - 05/06/2008
AIG RETIREMENT ADVISORS, INC. (CHICAGO IL)
IL
09/13/2002 - 10/31/2006
LASALLE ST SECURITIES, L.L.C. (BLUE ISLAND IL)
NY
10/05/2001 - 09/09/2002
MONY SECURITIES CORPORATION (NEW YORK NY)
MN
06/19/2000 - 10/03/2001
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
NY
06/30/1998 - 09/27/1999
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
OH
04/16/1997 - 06/19/1998
BANC ONE CAPITAL MARKETS, INC. (COLUMBUS OH)
IL
01/23/1989 - 01/01/1997
FIRST CHICAGO CAPITAL MARKETS, INC. (CHICAGO IL)
NA
03/25/1987 - 10/28/1988
FIRST CHICAGO INVESTMENT SERVICES, INC.
BOTH
Issued 05/15/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/15/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Cynthia Wilson is the right advisor for you? Invested Better is here to help.
