Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Holmes Stacy has over 20 years of experience in the financial services industry. Cynthia is a registered investment advisor with RBC Capital Markets, LLC. Previously, Cynthia worked at Cetera Advisor Networks LLC and Voya Financial Partners, LLC. Cynthia is also licensed to sell securities in Minnesota. Cynthia has a Series 6, Series 63, and Series 65 licenses. Cynthia specializes in providing financial planning and investment management services to individuals, businesses, and institutions.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
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2
MN
02/28/2023 - Present
RBC Capital Markets, LLC (MINNEAPOLIS MN)
MN
07/07/2021 - 02/16/2023
CETERA ADVISOR NETWORKS LLC (MINNETONKA MN)
MN
07/25/2002 - 06/22/2021
VOYA FINANCIAL PARTNERS, LLC (MINNEAPOLIS MN)
CT
08/27/2001 - 12/31/2001
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
IA
Issued 08/31/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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