Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Harman Marsteller is a registered investment advisor representative with &partners, LLC. Cynthia has been in the financial services industry since April 24, 1986 and has worked with various firms including Wells Fargo Clearing Services, LLC, BT Alex. Brown Incorporated, First Union Capital Markets Corp., and Alex. Brown & Sons Incorporated. Cynthia has been registered with the state of Virginia since May 22, 2024 and is also registered with the state of Texas and California. Cynthia Harman Marsteller holds a variety of professional licenses and designations including Series 7, Series 8, Series 31, Series 63, and Series 65. Cynthia is a trustee for the George C Marshall Foundation and is the owner of an Airbnb rental property.
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.
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Trans fee, service charges; 12b-1; money market trls; bdsp
1
2
TN
06/10/2024 - Present
&partners (NASHVILLE TN)
CA
10/01/1999 - 05/29/2024
WELLS FARGO CLEARING SERVICES, LLC (PALM DESERT CA)
MD
09/01/1997 - 10/07/1999
BT ALEX. BROWN INCORPORATED (BALTIMORE MD)
NC
09/24/1999 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NA
11/16/1990 - 09/01/1997
ALEX. BROWN & SONS INCORPORATED
VA
08/29/1988 - 11/24/1990
ANDERSON & STRUDWICK, INCORPORATED (RICHMOND VA)
NA
05/05/1987 - 09/09/1988
TUCKER, ANTHONY & R. L. DAY, INC.
NA
04/25/1986 - 05/14/1987
PAINEWEBBER INCORPORATED
IA
Issued 08/19/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/30/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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