Unclaimed
Cynthia Garcia is a registered representative of T. Rowe Price Advisory Services, Inc. Cynthia has been in the securities industry for over eight years and has a wide range of experience in the industry. Cynthia is registered with the state of Florida. Cynthia also has experience with Woodbury Financial Services, Inc. and Raymond James & Associates, Inc. Cynthia holds the Series 63, Series 66, Series 7, and Series 24 licenses. In addition to working as a registered representative, Cynthia also works as a part-time travel agent.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d
1
2
FL
06/21/2024 - Present
T. Rowe Price Advisory Services, Inc. (Tampa FL)
TX
07/15/2021 - 03/24/2022
WOODBURY FINANCIAL SERVICES, INC. (McKinney TX)
FL
12/11/2019 - 06/01/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TAMPA FL)
FL
01/25/2019 - 12/19/2019
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
10/09/2014 - 01/28/2019
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
BOTH
Issued 05/15/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/10/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/04/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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