Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cynthia? Claim Your ProfileCynthia Tia Roberson is a registered investment advisor representative with Osaic Wealth, Inc., a firm based in Scottsdale, Arizona. Cynthia has been in the industry since 2006 and has a broad range of experience, having previously worked at firms such as Triad Advisors LLC and Securities America, Inc. Cynthia holds a number of industry credentials, including the Series 6, 7, 24, 26, 52, 53, and 66 licenses. Cynthia's focus is on providing financial planning and portfolio management services to individuals, businesses, and charitable organizations.
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.
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
AZ
08/23/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
03/26/2018 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
03/03/2021 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
03/03/2021 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
03/03/2021 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
03/03/2021 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
OH
01/23/2012 - 03/22/2018
NATIONWIDE SECURITIES, LLC (Grandview Heights OH)
GA
05/03/2006 - 02/02/2012
METLIFE SECURITIES INC. (ATLANTA GA)
GA
05/03/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ATLANTA GA)
BOTH
Issued 3/19/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/5/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/24/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 8/6/2009
Series 24 - General Securities Principal Examination
BC
Issued 2/16/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/14/2009
Series 7 - General Securities Representative Examination
BC
Issued 5/2/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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